09/25/2023

Defaqto launches platform switching tool

It will give advisers the power to model a client’s financial objectives, capture risk profiles, conduct investment research, and oversee client reviews.

09/22/2023

Meet the Money Marketing Awards 2023 winners!

The Strategic Wealth managing director is considered by many to be a true role model and has been described as “the future of the profession” by his esteemed peers.