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DFMs ‘on the way up’ says Defaqto expert

An insight expert for Defaqto has claimed discretionary fund managers (DFMs) are on the way up.

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Defaqto Content: Servicing clients from end-to-end

The right financial planning software supports advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy regulatory requirements, writes Remko Bijtjes, Commercial Director, Defaqto.

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Defaqto launches new Financial Planning tool for advisers

Defaqto has launched a new tool aimed at Financial Planners and advisers.

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Defaqto and NEST unveil workplace pensions guide

Financial information firm Defaqto has announced the launch of its 2018 guide to analysing default funds, in conjunction with NEST.

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