Ratings and data firm Defaqto has added seven new categories to its annual Star and Diamond ratings published this month.
Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.
Financial data and ratings provider Defaqto has added Key Investor Information Document (KIIDs) and fund factsheets to its Financial Planning software system Engage Core.
An insight expert for Defaqto has claimed discretionary fund managers (DFMs) are on the way up.
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