Defaqto Adviser (@defaqtoadviser) 's Twitter Profile
Defaqto Adviser

@defaqtoadviser

Defaqto is the UK’s most trusted source of product and market intelligence, supporting the finance industry and consumers to make smarter financial decisions.

ID: 179964844

linkhttp://www.defaqto.com/advisers calendar_today18-08-2010 14:29:12

8,8K Tweet

3,3K Followers

991 Following

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Did you know - you can now access performance-based #MPS league tables directly via our website? Portfolios are appraised on both cumulative & discrete performance across a variety of time periods. See the latest Comparator league tables here: bit.ly/MPSComparator

Did you know - you can now access performance-based #MPS league tables directly via our website? Portfolios are appraised on both cumulative & discrete performance across a variety of time periods. See the latest Comparator league tables here: bit.ly/MPSComparator
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Save the date - we’re really excited to announce that the Defaqto Conference is back for 2024 on Thursday 12th September! More details to follow for providers so keep your eyes peeled 👀 & take a look at our round up of key highlights from 2023 below

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Team Defaqto have been gathering for a lunchtime walk of the very best kind, as part of a monthly initiative to bring colleagues together through their shared love of dogs. Here’s a few snaps from a recent walk, and as you can see, we’ve got a few posers in the group…

Team Defaqto have been gathering for a lunchtime walk of the very best kind, as part of a monthly initiative to bring colleagues together through their shared love of dogs. Here’s a few snaps from a recent walk, and as you can see, we’ve got a few posers in the group…
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Thank you to all of our partners and everyone that joined us in person & online for this year's Spring Roadshow! We enjoyed a brilliant & insightful week full of learning & debate. If you joined us, what were the key learnings you took away from the session?

Thank you to all of our partners and everyone that joined us in person & online for this year's Spring Roadshow! We enjoyed a brilliant & insightful week full of learning & debate. If you joined us, what were the key learnings you took away from the session?
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Advisers can now access MPS Comparator directly via Engage! For more information or for advice on accessing MPS Comparator via Engage, email the team [email protected] or complete the form at the link below and we'd be happy to help guide you! bit.ly/MPSComparator

Advisers can now access MPS Comparator directly via Engage! For more information or for advice on accessing MPS Comparator via Engage, email the team sales@defaqto.com or complete the form at the link below and we'd be happy to help guide you! bit.ly/MPSComparator
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Want to catch a glimpse into the future of the technology financial advice firms will use? John joins Ben Wright from The Effective Adviser to discuss the future of Fin Tech bit.ly/3ySuCO7

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With MPS recommendations surging by nearly 14% to reach £85.8 billion last year* (Defaqto Engage Data), there's a golden opportunity for advisers eager to tap into this growing market. Book your free demo of MPS Comparator: bit.ly/MPSComparator

With MPS recommendations surging by nearly 14% to reach £85.8 billion last year* (Defaqto Engage Data), there's a golden opportunity for advisers eager to tap into this growing market. Book your free demo of MPS Comparator: bit.ly/MPSComparator
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There's been a lot to celebrate at Defaqto HQ so far during our 30th Anniversary year 🎉 including innovative product launches & exciting new additions to the team. What can we do for you? Email us [email protected] to chat to our friendly team

There's been a lot to celebrate at Defaqto HQ so far during our 30th Anniversary year 🎉 including innovative product launches & exciting new additions to the team. What can we do for you? Email us sales@defaqto.com to chat to our friendly team
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Anna-Marie Duthie, Defaqto Insight Consultant for General Insurance, examines how the Covid-19 pandemic & price comparison websites have transformed travel insurance bit.ly/3RcO8Lu

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Darren Winfield, Defaqto Insight Consultant (Wealth Management), shares his analysis of the D2C market, and says while tech-backed advice is in its infancy, savvy IFAs can reap benefits from the growth in 'robo-advice' professionaladviser.com/opinion/420781…

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"Over the past 30 years, we've grown & evolved so much. Our mission remains the same: to help everyone make smarter financial decisions." Lindsey Baldwin, Head of Marketing, Defaqto

"Over the past 30 years, we've grown & evolved so much. Our mission remains the same: to help everyone make smarter financial decisions." Lindsey Baldwin, Head of Marketing, Defaqto
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We've teamed up with Standard Life UK to help you stay ahead of the changing income retirement market, creating an updated CPD accredited guide for advisers and paraplanners. Access the full guide here: bit.ly/3VEPsIo

We've teamed up with <a href="/StandardLifeUK/">Standard Life UK</a> to help you stay ahead of the changing income retirement market, creating an updated CPD accredited guide for advisers and paraplanners. Access the full guide here: bit.ly/3VEPsIo
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John Milliken, Defaqto CEO, speaks to MoneyAge as Defaqto’s data rebuild brings more universal data to market bit.ly/3W2P5cl

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We've partnered with Quilter to bring you a CPD accredited guide, exploring the Consumer Duty and taking a detailed look at the Quilter WealthSelect Managed Portfolio Service. Available to download now: defaqto.com/resources/role…

We've partnered with <a href="/Quilter/">Quilter</a> to bring you a CPD accredited guide, exploring the Consumer Duty and taking a detailed look at the Quilter WealthSelect Managed Portfolio Service. Available to download now: defaqto.com/resources/role…
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Hear from the team at Insurance Edge on the launch of Defaqto Matrix 360 offering an Insurance Market Overview: insurance-edge.net/2024/06/17/def…

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Did you catch our updated CPD accredited guide for advisers and paraplanners? We've teamed up with Standard Life UK to help you stay ahead of the changing income retirement market. Access the full guide here: bit.ly/3VEPsIo

Did you catch our updated CPD accredited guide for advisers and paraplanners? We've teamed up with <a href="/StandardLifeUK/">Standard Life UK</a> to help you stay ahead of the changing income retirement market. Access the full guide here: bit.ly/3VEPsIo
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We’ve acquired RSMR! Known for their top-tier 'R' fund ratings since 2004, they help advisers and clients make smart investment choices. This strategic acquisition adds valuable industry expertise and data to Defaqto. moneymarketing.co.uk/news/defaqto-a… #Investment #Acquisition #Finance

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Have you seen how much the D2C platform market has advanced? New regulations, tech, and AI are pushing digital wealth managers (robo-advisors) to new heights! defaqto.com/resources/wher…

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Clients value growth and avoiding losses, driving the appeal of absolute return strategies. Discover key insights in our latest report with Sanlam! #Investing defaqto.com/resources/mode…

Clients value growth and avoiding losses, driving the appeal of absolute return strategies. Discover key insights in our latest report with Sanlam! #Investing
defaqto.com/resources/mode…