Adviser data provider Defaqto has added ESG filters to its Financial Planning software Defaqto Engage. The company says the filters are a further addition to ESG tools for advisers added by Defaqto after it launched ESG Reviews recently. The ESG filters give advisers 31 new data points that can be applied to sustainable funds or […]
The latest edition of Financial Planning Today Magazine has just been published and includes lots of exclusive insights and analysis, including a Cover Feature on how Financial Planning professionals are increasingly targeting the wealth management sector. Other key features in the UK’s premier publication for fee-based Financial Planners and Paraplanners include: • How to Sell a Financial Planning business […]
There has been a great deal of emphasis on entrepreneurship and the need for more and more entrepreneurs in the region to help create jobs for the future of the region. Similarly, the New York Department of Financial Services implementation date for Regulation 187—Suitability and Best Interests in Life Insurance and Annuity Transactions (Reg 187)—sets […]
