Fintech firm Defaqto has extended the capability of its end-to-end Financial Planning software with the addition of MiFID II portfolio cost analysis ability.
IFA Defaqto has released an updated version of its annual guide to pensions drawdown, in conjunction with Prudential.
Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients.
Defaqto has moved to reassure staff that there will be no job losses as a result of its takeover by SimplyBiz.
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