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Revenues dip at Fintel as it seeks acquisitions

Fintel, formerly known as SimplyBiz, has reported a drop in revenues and profits in its 2020 results as the adviser support company seeks more acquisitions.

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Defaqto Financial Planning software adds ESG filters

Adviser data provider Defaqto has added ESG filters to its Financial Planning software Defaqto Engage.

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Planners feel supported by DFMs but service lacking

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.

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Defaqto CEO Bilgrami to step down

Zahid Bilgrami is to step down as CEO of technology and data provider Defaqto after eight years at the helm.

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