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  • RSMR reveals new ratings for 24 funds

    Fund rating agency RSMR has announced new fund ratings for 24 funds, which it said are a mixture of active and passive funds and two multi-asset fund ranges.

  • Defaqto reveals top 10 MPS funds in Q1

    Data and software provider Defaqto has revealed its adviser users' top 10, most recommended platform-sourced Managed Portfolio Solutions (MPS) by value for Q1.

  • Quilter dominates Defaqto MPS performance awards

    Quilter's Managed Portfolio Solutions (MPS) came out top in three out of five categories in Defaqto’s MPS Comparator Awards.

  • Fintel statutory profits climb 6.3% to £15.3m

    Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said statutory profits climbed 6.3% to £15.3m in 2024 as revenue climbed.

  • 4 providers dominate personal pension recommendations

    Four providers accounted for over two thirds of all personal pension recommendations from financial advisers using Defaqto’s Engage software in 2024.

  • Quilter and Aviva platforms most recommended in 2024

    The Quilter Investment Platform and Aviva Platform were the two most recommended adviser platforms in 2024, substantially ahead of their rivals, according to new data.

  • Vanguard dominates most recommended investment solutions

    Vanguard products dominated the top 10 most recommended multi-asset and single asset investment solutions in 2024, according to new data from Defaqto.

  • Hybrid advice 'trailblazers' helping bridge pensions gap

    New research from industry data provider Defaqto has revealed that four hybrid advice 'trailblazers' are beginning to help bridge the pensions advice gap.

  • Tatton tops most recommended MPS list

    Tatton Core Active remained the most recommended platform managed portfolio solution (MPS) in the third quarter of the year, gaining 15.97% of the top 10 share.

  • Free access to Engage attracts SimplyBiz members

    Members of adviser support network SimplyBiz have adopted more than 1,000 Defaqto Engage licenses since it offered free access to an enhanced version of the Financial Planning system five months ago, the firm said.

  • Fintel profits climb 7% to £9.6m

    Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits climbed 7% to £9.6m in the six months to the end of June.

  • IFP recognises Defaqto guides as suitable for CPD

  • Data provider Defaqto

    Defaqto says protection offers opportunities despite PPI woes

  • Fraser Donaldson, Defaqto insight analyst for funds

    Due diligence is the key to good multi-manager outsourcing

  • Defaqto

    Choosing the wrong platform can be costly, according to Defaqto

  • Andrew Leggett, insight analyst for wealth management at Defaqto

    Baby boomers will fuel future Sipp growth

  • Andy Leggett, Defaqto's insight analyst for wealth management

    Consumers failing to understand financial products

  • Low base rates have hit savings

    Pensioners relying on savings income hit by high inflation

  • Cartwright leaves Bluefin for Defaqto

  • Fraser Donaldson, Defaqto insight analyst for funds

    Defaqto outlines key RDR challenges for advisers

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  • Home
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