HSBC tops Defaqto’s 10 most recommended multi-asset funds list
The top 10 features the same funds as in Q2 but in a different order
Defaqto
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RSMR acquired by Fintel in its ninth acquisition in a year
The fund research agency will become part of Defaqto
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Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
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Tatton, Timeline and AJ Bell top Defaqto MPS rankings
Data drawn from users of Defaqto Engage
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Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well
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Defaqto launches Consumer Duty profiles
Profiles designed to help advisers meet Consumer Duty requirements
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Defaqto names former Octopus marketing head as CSO
Sally Boyle has also joined the board and leadership team
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Defaqto reveals top 10 most recommended multi-asset strategies and MPS
Rankings formed using data from Engage adviser research software
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Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software
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Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven
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Defaqto reveals most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
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Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value