Daily Newsletter Sign-up

Register for Financial Planning Today website for FREE to view more stories and get our daily newsletters. Click on 2 stories to see Registration pop up.

Defaqto adds investment trust Diamond ratings

Adviser fintech and ratings firm Defaqto has unveiled a new Diamond rating service for investment trusts.

Read more...

Fintel returns to positive net cash position after re-focus

Fintech and support services firm Fintel - the owner of SimplyBiz - has returned to positive net cashflow helped by the sale of non-core businesses in 2021.

Read more...

Defaqto adds client ESG preference tool to Engage 

Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.

Read more...

Fintel revenues up 10% as new strategy bears fruit

Fintel, owner of SimplyBiz and Defaqto, saw revenues up 10% year on year to £31.7m in the first half of 2021.

Read more...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/