Planners feel supported by DFMs but service lacking
- Thursday, 25 February 2021
- Articles
Three in four financial advisers have felt supported by their preferred discretionary fund managers (DFM) during the Coronavirus pandemic but service has been lacking, according to a new report.
Read more...Defaqto CEO Bilgrami to step down
- Tuesday, 23 February 2021
- Articles
Zahid Bilgrami is to step down as CEO of technology and data provider Defaqto after eight years at the helm.
Read more...Defaqto launches income drawdown tool
- Tuesday, 19 January 2021
- Articles
Data, ratings and technology provider Defaqto has launched an income drawdown tool for its Financial Planning software Defaqto Engage.
Read more...Defaqto Engage adds over 1,000 risk-rated DFMs
- Tuesday, 22 December 2020
- Articles
Adviser data and ratings provider Defaqto has added 1,047 risk-rated funds and DFM Model Portfolios to its Financial Planning software Defaqto Engage.
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