Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven
Defaqto
-
-
Defaqto reveals most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
-
Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
-
SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers
-
Defaqto to roll out Consumer Duty profiles
They will help advisers carry out due diligence, target market and value assessments
-
Fintel and M&G ink distribution partnership
To bolster offering for financial advisers
-
SimplyBiz Group rebrands as Fintel
Joint CEO says there are ‘two types of acquisition that really interest’ the company
-
PEOPLE MOVES: FCA, Ascentric, HSBC
UK financial regulator makes c-suite changes, while wealth platform names CEO
-
Defaqto unveils drawdown tool
It ‘provides a step-change in the right direction for advisers with clients in the decumulation phase’
-
Defaqto unveils drawdown guide for advisers
‘Perfect storm’ created by pandemic shows need for planners to sharpen focus on risk
-
Defaqto unveils pension switching tool
Advisers can select from over 800 funds and managed portfolio services
-
Financial services provider buys fintech firm for £74.3m
Acquisition will create a single fintech and support services group