P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range
DFMs
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Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
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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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Nearly all advisers say they expect use of DFMs to increase
Consumer Duty playing a role in driving the trend
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SJP adds to CIO office with hire from Cazenove Capital
Corinne Lord joins the wealth manager
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Mabel Insights rolls out free risk tool for advisers
Firm planning further enhancement to its services