Fraser Donaldson: DFMs see avalanche of new portfolios
- Tuesday, 03 October 2023
- Articles
Investment expert Fraser Donaldson of Defaqto writes a regular column on DFMs for Financial Planning Today magazine, our sister publication and this is his latest column in the current issue to give you a taste of the column. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.
Read more...Defaqto launches product and platform switching tool
- Tuesday, 26 September 2023
- Articles
Defaqto has launched a new product and platform switching tool to help Financial Planners ensure clients’ investments provide fair value by removing time and complexity from pricing research.
Read more...Fintel reports 2% revenue growth
- Tuesday, 19 September 2023
- Articles
Fintel, owner of adviser support firm SimplyBiz and fintech Defaqto, has reported a 2% rise in revenue growth to £27.6m for the six months to the end of June, compared to £27.1m in the first half year of 2022.
Read more...Defaqto beefs up DFM data with AKG tie-up
- Friday, 01 September 2023
- Articles
Data and research provider Defaqto has strengthened its DFM data for financial advisers via a new partnership with financial strength ratings provider AKG.
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