SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers
Defaqto
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Defaqto to roll out Consumer Duty profiles
They will help advisers carry out due diligence, target market and value assessments
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Fintel and M&G ink distribution partnership
To bolster offering for financial advisers
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SimplyBiz Group rebrands as Fintel
Joint CEO says there are ‘two types of acquisition that really interest’ the company
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PEOPLE MOVES: FCA, Ascentric, HSBC
UK financial regulator makes c-suite changes, while wealth platform names CEO
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Defaqto unveils drawdown tool
It ‘provides a step-change in the right direction for advisers with clients in the decumulation phase’
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Defaqto unveils drawdown guide for advisers
‘Perfect storm’ created by pandemic shows need for planners to sharpen focus on risk
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Defaqto unveils pension switching tool
Advisers can select from over 800 funds and managed portfolio services
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Financial services provider buys fintech firm for £74.3m
Acquisition will create a single fintech and support services group
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Hybrid pension plans can be good value, says Defaqto
Formerly seen as the domain of high-net-worth clients, hybrid retirement solutions are now equally important for clients with more modest pension pots, according to independent financial research firm Defaqto.
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PEOPLE MOVES: Hong Kong SFC, BNP Paribas IP, Credit Suisse…
Hong Kong’s securities regulator has announced a leadership change at its intermediaries division. BNP Paribas Investment Partners names a new head of emerging market fixed income, while Credit Suisse’s global head of macro products is rumoured to be departing.
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Defaqto to award diamonds to AR funds
Independent research company Defaqto’s latest benchmarking system sees its Diamond Ratings now being applied to absolute return funds.