Tatton, Timeline and AJ Bell top Defaqto MPS rankings
Data drawn from users of Defaqto Engage
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Data drawn from users of Defaqto Engage
Brooks Macdonald and Waverton Investment Management also performed well
Profiles designed to help advisers meet Consumer Duty requirements
Sally Boyle has also joined the board and leadership team
Rankings formed using data from Engage adviser research software
Now available in Defaqto Engage and Centra software
John Milliken says the advisory market should be more data-driven
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
To help advisers ensure their clients’ investments provide fair value
In a bid to bolster its offering for advisers
They will help advisers carry out due diligence, target market and value assessments
To bolster offering for financial advisers