Synaptic Content: Why risk-taking has been a rational process since 1654

Risk-taking? It’s been a rational process since 1654

Synaptic’s client director Eric Armstrong looks at the long history of risk assessment and why Synaptic has published a new White Paper on the topic

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Defaqto Content: Helping advisers face compliance challenges

Financial services regulation continues to present major compliance challenges and business opportunities for financial advisers. Suitability letter writing is one of the challenges that financial planning tools can help with.

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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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