Fintel chairman and industry veteran Ken Davy steps down today at the firm’s first AGM since rebranding from SimplyBiz last month.

Fintel, formerly known as SimplyBiz, has reported a drop in revenues and profits in its 2020 results as the adviser support company seeks more acquisitions.

Adviser data provider Defaqto has added ESG filters to its Financial Planning software Defaqto Engage.

Three in four financial advisers have felt supported by their preferred discretionary fund managers (DFM) during the Coronavirus pandemic but service has been lacking, according to a new report.