Omnis Investments launches new MPS
New Omnis Agility range will hold about 30% of assets in ETFs
Products
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Wealth Dynamix and Oxford Risk partner-up
Aiming to integrate behavioural science into the client lifecycle
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7IM adds ‘trend following’ strategy to multi-asset range
7IM said trend strategies have delivered strong performance
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Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
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Square Mile admits eight to Academy of Funds, drops two
Mercantile Investment Trust amid new class of funds to be awarded ratings
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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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Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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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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Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
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LGIM launches MPS for IFA firm Apollo IM
Five tailored model portfolios options across risk levels
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AJ Bell platform exceeds half a million customers in Q2 update
Increases assets under administration by 5% for quarter
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Quintet partners with BlackRock to roll out multi-manager range
Follows the signing of a cooperation agreement between the firms