7 new categories added to Defaqto 2019 Ratings
- Thursday, 07 February 2019
- Articles
Ratings and data firm Defaqto has added seven new categories to its annual Star and Diamond ratings published this month.
Read more...Defaqto launches new suitability report template
- Tuesday, 29 January 2019
- Articles
Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.
Read more...Defaqto adds to Engage Core service after adviser feedback
- Tuesday, 04 December 2018
- Articles
Financial data and ratings provider Defaqto has added Key Investor Information Document (KIIDs) and fund factsheets to its Financial Planning software system Engage Core.
Read more...DFMs ‘on the way up’ says Defaqto expert
- Wednesday, 24 October 2018
- Articles
An insight expert for Defaqto has claimed discretionary fund managers (DFMs) are on the way up.
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