Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
Author: Alex Sebastian
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PEOPLE MOVES: PortfolioMetrix, Fidelity International, Artemis
Alex Funk to join PortfolioMetrix
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Four in five advisers expect more use of business relief and Aim stocks
60% of respondents said clients over 50 would benefit from business relief options
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Aegon calls for pension dashboard rule change
Dashboards have the potential to create a ‘step change’ in pension engagement
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ARC: Inflation has set private client portfolios back to 2016 levels
Real wealth has fallen by 15% from 2021 peak
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PEOPLE MOVES: SJP, Square Mile, RLAM, Aviva Investors, HSBC
Kunal Oak joins SJP
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Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
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Quilter’s Wealthselect MPS sells down gold position
Fixed income allocations topped up
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SJP hires former Aviva man as director of investment products
Kunal Oak joins with 22 years of experience
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Brooks Macdonald partners with mental health charity for sportspeople
Wealth manager joining forces with Sporting Wellness
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LGIM launches MPS for IFA firm Apollo IM
Five tailored model portfolios options across risk levels
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A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier