Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
Defaqto
-
-
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
-
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.
-
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.