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Defaqto partners with ratings firm for DFM offering

Defaqto partners with ratings firm for DFM offering
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Defaqto deal to place adviser data hunt at the centre of DFM tech

Defaqto has announced a partnership deal with ratings firm AKG to bolster the amount of available data on discretionary fund managers advisers can use within their due diligence processes.

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Defaqto Acquires MICAP to Lead the Market in Tax-Advantaged Investment Products

Defaqto Acquires MICAP to Lead the Market in Tax-Advantaged Investment Products
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Q&A: John Milliken, Defaqto - Insurance Post

John Milliken, chief executive of Defaqto, explains how insurers are using the agency’s product database to ensure their products are Consumer Duty compliant

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Defaqto expands investment reach with MICAP acquisition

Defaqto has acquired financial institution MI Capital Research (MICAP) from Indagate Group to extend its reach from multi-asset, single strategy and model portfolio solution investment products into tax-advantaged products.

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