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Financial Planning News
Regulation
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Wealth Management
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Paraplanning
M&A News
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Mr Sipp - John Moret
Life Planning Founder George Kinder
Guest Columnist
Features
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FP Today Magazine
Optimum
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Boom in DFM sector driving down charges
Fintel sells fund arm to Tatton in partnership deal
Fintel revenues up 10% as new strategy bears fruit
Defaqto adds client ESG preference tool to Engage
Fintel returns to positive net cash position after re-focus
Defaqto adds investment trust Diamond ratings
Fintel EBITDA up 6% as profits recover
Defaqto adds fund analysis tools to Engage
Defaqto adds investment trust reviews
Defaqto Engage integrates with Iress Xplan
Defaqto to launch more reg-focused services
Fintel revenue growth stalls but profits rise
Defaqto to add cashflow modelling to Engage package
Defaqto launches integrated cashflow modelling
Fintel reports 4% revenue growth
Royal London tops prefered providers list
Nearly 3 in 10 advisers changed platform in past year
Onshore bonds grow in popularity with advisers
Davy to step down as Fintel chair
SIPP market sees 15 new products
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