Room for better platform service - survey
- Tuesday, 21 April 2020
- Articles
Defaqto’s latest Platform Service Review has found an improvement in financial adviser satisfaction but with room for improvement in several areas.
Read more...DFMs need to improve client onboarding - survey
- Friday, 03 April 2020
- Articles
Discretionary Fund Managers need to improve their client onboarding processes, according to a survey of adviser satisfaction.
Read more...Advisers getting better pensions service - survey
- Wednesday, 11 March 2020
- Articles
Data and ratings provider Defaqto says its annual review of pension provider service has found a greater level of satisfaction among advisers.
Read more...Defaqto takeover spurs growth in SimplyBiz revenue
- Tuesday, 10 March 2020
- Articles
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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