MPS

60% of advisers concerned about losing capital Schroders survey reveals

Companies | 19 Dec 23

60% of advisers concerned about losing capital Schroders survey reveals

As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models

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Companies | 19 Dec 23

Defaqto launches Consumer Duty profiles for 20 MPS portfolios

Now available in Defaqto Engage and Centra software

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Industry | 13 Dec 23

TAM Asset Management CIO: Money market portfolios ‘enable advisers to maintain a relationship with clients’

James Penny says that the rise in money market portfolios is due to high interest rates and interest from low-risk clients

Companies | 7 Dec 23

Discretionary MPS assets grow despite client performance concerns

While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report

EPIC makes AIM IHT portfolio available to IFAs

Industry | 6 Dec 23

EPIC makes AIM IHT portfolio available to IFAs

Available on a number of investment platforms