Defaqto
Tax & Regulation | 6 Feb 24
Defaqto launches Consumer Duty profiles
Profiles designed to help advisers meet Consumer Duty requirements
Defaqto names former Octopus marketing head as CSO
Sally Boyle has also joined the board and leadership team
Defaqto reveals top 10 most recommended multi-asset strategies and MPS
Rankings formed using data from Engage adviser research software
Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software
Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven