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IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
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Tuesday Jul 04, 2023
Tuesday Jul 04, 2023
Working smarter and not just harder is increasingly important for advisers. Defaqto is an organisation with which advisers will be familiar, with 30% of IFAs already using its financial planning software, Engage.
However, with big plans to empower advisers’ propositions still further, through more effective business development tools and clever client proposition models – such as the recent addition of a new cash-flow modelling tool within Engage, we wanted to find out more.
In this week’s IFA Talk, Sue and Brandon are talking to Defaqto’s CEO, John Milliken, to find out more about those plans – especially given the new Consumer Duty.
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