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  • Morningstar launches multi-asset fund range

    Morningstar's website

  • Defaqto Engage adds over 1,000 risk-rated DFMs

    Defaqto Engage website

  • Defaqto launches income drawdown tool

    Pan Andreas, head of insight and consulting (funds and DFM) at Defaqto

  • Defaqto CEO Bilgrami to step down

    Zahid Bilgrami

  • Planners feel supported by DFMs but service lacking

    Pan Andreas, head of insight and consulting (funds and DFM) at Defaqto

  • Defaqto Financial Planning software adds ESG filters

    Pan Andreas

  • Revenues dip at Fintel as it seeks acquisitions

    Fintel's website

  • Fintel chairman Davy steps down

    Ken Davy will continue involvement with the firm and will now take on the role of deputy chairman

  • Exclusive: Number of SIPP providers falls to decade low

    According to Defaqto, on 1 April 2020 there were 79 providers with 129 SIPP products, a small but significant fall from the previous year

  • Boom in DFM sector driving down charges

    Defaqto DFM expert Fraser Donaldson

  • Fintel sells fund arm to Tatton in partnership deal

    Fintel website

  • Fintel revenues up 10% as new strategy bears fruit

    Profit before tax rose 12% to £6.0m (H1 2020: £5.4m).

  • Defaqto adds client ESG preference tool to Engage 

    Defaqto's Pan Andreas

  • Fintel returns to positive net cash position after re-focus

    SimplyBiz rebranded as Fintel in March

  • Defaqto adds investment trust Diamond ratings

    Defaqto's Patrick Norwood

  • Fintel EBITDA up 6% as profits recover

    SimplyBiz rebranded as Fintel in March 2021

  • Defaqto adds fund analysis tools to Engage

    Defaqto Engage

  • Defaqto adds investment trust reviews

    The reviews are available on Defaqto’s adviser website and through its Financial Planning software Defaqto Engage.

  • Defaqto Engage integrates with Iress Xplan

    Defaqto Engage is an end-to-end Financial Planning software tool

  • Defaqto to launch more reg-focused services

    Defaqto website

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