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Room for better platform service - survey

Defaqto’s latest Platform Service Review has found an improvement in financial adviser satisfaction but with room for improvement in several areas.

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DFMs need to improve client onboarding - survey

Discretionary Fund Managers need to improve their client onboarding processes, according to a survey of adviser satisfaction.

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Advisers getting better pensions service - survey

Data and ratings provider Defaqto says its annual review of pension provider service has found a greater level of satisfaction among advisers.

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Defaqto takeover spurs growth in SimplyBiz revenue

SimplyBiz, a provider of compliance and business services to financial advisers, has reported 2019 group revenue up by 24% to £62.8m following the “successful” acquisition of data and ratings provider Defaqto.

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