Live Breaking News & Updates on Defaqto

Stay informed with the latest breaking news from Defaqto on our comprehensive webpage. Get up-to-the-minute updates on local events, politics, business, entertainment, and more. Our dedicated team of journalists delivers timely and reliable news, ensuring you're always in the know. Discover firsthand accounts, expert analysis, and exclusive interviews, all in one convenient destination. Don't miss a beat — visit our webpage for real-time breaking news in Defaqto and stay connected to the pulse of your community

Advisers shift away from recommending bonds for clients

Fewer financial advisers are recommending bonds when compared with figures 12 months ago, Defaqto has found.

Investment-bond-service , Investment-bond-service-review , Defaqto ,

Accessing MPS solutions via adviser platforms grows in popularity

More than two-thirds of advisers access a model portfolio service (MPS) via an adviser platform, Defaqto has found.

Satisfaction-study , Defaqto , Odel-portfolios , Odel-portfolio-service , Fm , Iscretionary-fund-managers ,

Regulatory pressure sees advisers spread business more widely

Advisers are utilising a wider variety of pension products than they were in 2022, with personal pension, drawdown, and self-invested personal pension products (SIPPs) proving most popular.

Financial-conduct-authority , Pension-service , Service-review , Consumer-duty , Defaqto ,

Fintel acquires platform to expand range of services to advice firms

Fintel has acquired Owen James Events to expand its range of services to greater numbers of advice firms, wealth managers, and paraplanners.

Fintel-vouchedfor , Neil-stevens , Owen-james , Owen-james-events , Revolving-credit , Competent-adviser , James-events , James-goad , Defaqto , Implybiz , Intel

Defaqto unveils new ratings for AIM and unlisted BR services

Defaqto has expanded its suite of product ratings by introducing Star and Diamond Ratings for AIM and unlisted Business Relief (BR) services.

John-milliken , Diamond-ratings , Enterprise-investment-scheme , Venture-capital-trusts , Business-relief , Star-rating , Diamond-rating , Defaqto-ratings , Defaqto , Atings ,

Defaqto names Timeline Portfolios' Classic - 50 as the top MPS in 2023

Defaqto has found that Timeline Portfolios’ Classic – 50 was the most recommended managed portfolio solution (MPS) in 2023.

Waverton , Cumbria , United-kingdom , Brewin-dolphin , Andy-parsons , Portfolio-classic , Tatton-core-balanced , Macdonald-medium-risk , Defaqto-engage , Defaqto , Ndy-parsons

Timeline solution named top MPS of 2023 by Defaqto

Defaqto has found that Timeline Portfolios’ Classic – 50 was the most recommended managed portfolio solution (MPS) in 2023.

United-kingdom , Waverton , Cumbria , Andy-parsons , Brewin-dolphin , Portfolio-classic , Tatton-core-balanced , Macdonald-medium-risk , Defaqto-engage , Defaqto , Ndy-parsons

Defaqto CEO: We want to understand advisers' needs even more

Ahead of Defaqto’s 30th birthday in April, chief executive John Milliken reflects with Hope Coumbe on the firm’s successes and challenges and outlines bold plans for its future in the financial planning world…

United-kingdom , United-states , American , British , John-miliken , Mi-capital-research , Consumer-duty-profiles- , Defaqto , Efaqto-engage , Dviser-technology , Ohn-milliken ,

Defaqto unveils Consumer Duty profiles for top 20 model portfolios

Ratings agency Defaqto has launched new independent Consumer Duty profiles for the 20 most recommended discretionary model portfolios.

Waverton , Cumbria , United-kingdom , Andy-parsons , Brewin-dolphin , Financial-conduct-authority-consumer-duty , Brooks-macdonald , Financial-conduct-authority , Consumer-duty , Defaqto-engage , Defaqto , Atings-agencies

Defaqto unveils EIS and VCT ratings on back of MICAP deal

Defaqto has expanded product ratings offerings following the acquisition of tax-advantaged investments specialist MI Capital Research (MICAP) earlier this year.

John-milliken , Diamond-ratings , Defaqto , Icap , Ohn-milliken ,

Live Breaking News & Updates on Defaqto

Fewer financial advisers are recommending bonds when compared with figures 12 months ago, Defaqto has found.Investment-bond-service , Investment-bond-service-review , Defaqto ,

More than two-thirds of advisers access a model portfolio service (MPS) via an adviser platform, Defaqto has found.Satisfaction-study , Defaqto , Odel-portfolios , Odel-portfolio-service , Fm , Iscretionary-fund-managers ,

Advisers are utilising a wider variety of pension products than they were in 2022, with personal pension, drawdown, and self-invested personal pension products (SIPPs) proving most popular.Financial-conduct-authority , Pension-service , Service-review , Consumer-duty , Defaqto ,

Defaqto has expanded product ratings offerings following the acquisition of tax-advantaged investments specialist MI Capital Research (MICAP) earlier this year.John-milliken , Diamond-ratings , Defaqto , Icap , Ohn-milliken ,

Fewer financial advisers are recommending bonds when compared with figures 12 months ago, Defaqto has found.

Investment-bond-service , Investment-bond-service-review , Defaqto ,

More than two-thirds of advisers access a model portfolio service (MPS) via an adviser platform, Defaqto has found.

Satisfaction-study , Defaqto , Odel-portfolios , Odel-portfolio-service , Fm , Iscretionary-fund-managers ,

Advisers are utilising a wider variety of pension products than they were in 2022, with personal pension, drawdown, and self-invested personal pension products (SIPPs) proving most popular.

Financial-conduct-authority , Pension-service , Service-review , Consumer-duty , Defaqto ,

Defaqto has expanded product ratings offerings following the acquisition of tax-advantaged investments specialist MI Capital Research (MICAP) earlier this year.

John-milliken , Diamond-ratings , Defaqto , Icap , Ohn-milliken ,