Tatton Core Active was the most recommended platform managed portfolio solution in the first quarter of the year, climbing from sixth place at the end of 2023.

Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.

The rise in popularity of Vanguard’s LifeStrategy 60% Equity multi-asset investment solution with advisers in 2023 challenges the myth that the old fashioned 60/40 strategy has had its day after a tough 2022, according to a new report.

Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.