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Defaqto adds client ESG preference tool to Engage
Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.
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Advised platform net flows drop 20% in Q3
Advised net flows reported a quarter-on-quarter decrease of 20.78% in the third quarter, according to a new report.
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West Midlands investors most likely to receive advice
The West Midlands is where the greatest proportion of the local population are receiving regulated financial advice, according to data released this morning.
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DWP to introduce pension flat fee threshold
The Department for Work and Pensions is to introduce a threshold below which pension providers will be unable to charge a flat fee to savers.
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Abrdn may buy Interactive Investor for £1.5bn
Abrdn and Interactive Investor have today both confirmed talks which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.
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