Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
Eight Omba portfolios are now profiled
Costs falling as money increasingly shifts into passives
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
The firm says MPS Comparator is the first tool of its kind
Performance for over 900 DFM MPS currently risk profiled has been added
Fixed income allocations topped up
MPS rolled out on Abrdn, Aviva Investors and Quilter
Data drawn from users of Defaqto Engage
Move part of a recent re-balance
Managed by head of research, Jonathan Moyes
Which will be available immediately through its MPS
Who will be able to compare one fund with another or see the impact from combining funds