Defaqto adds AIM and unlisted BR star ratings
- Monday, 22 January 2024
- Articles
Data and research provider Defaqto, which provides the Engage Financial Planning software system, has added star and diamond ratings for AIM and unlisted business relief (BR) services to its product ratings.
Read more...60/40 multi-asset solutions return to popularity
- Wednesday, 10 January 2024
- Articles
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.
Read more...Defaqto launches Consumer Duty Profiles for MPS
- Tuesday, 19 December 2023
- Articles
Fintech and data provider Defaqto has unveiled new independent Consumer Duty Profiles for the top 20 most-frequently recommended discretionary MPS portfolios.
Read more...Fintel snaps up AKG and VouchedFor for £9.1m
- Tuesday, 14 November 2023
- Articles
Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired professional advisers' review site VouchedFor and ratings provider AKG for a combined £9.1m.
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