Defaqto beefs up DFM data with AKG tie-up
- Friday, 01 September 2023
- Articles
Data and research provider Defaqto has strengthened its DFM data for financial advisers via a new partnership with financial strength ratings provider AKG.
Read more...Advisers making progress on vulnerable clients
- Thursday, 25 May 2023
- Articles
Financial advisers are changing their attitudes on vulnerable clients, particularly on mental health challenges, according to a new report.
Read more...Planners aim to adapt models to attract younger clients
- Wednesday, 23 November 2022
- Articles
Financial Planners are ready to change their business models in order to attract the next generation of clients, according to a new report.
Read more...2 in 3 advisers rely on pension drawdown
- Friday, 28 October 2022
- Articles
Two thirds of advisers say that up to 50% of their business is now from clients in pension drawdown, according to a new survey.
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