Quilter dominates Defaqto MPS performance awards
The wealth manager won the Cautious, Balanced and Growth categories
MPS
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Evelyn Partners to put on MPS roadshow for advisers
Seven stops spread around the country taking place in May and June this year
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Collidr rolls out ‘AI-driven’ MPS range for advisers
Options include Strategic Index, Enhanced Index, Hybrid, Active, Income, Responsible and Decumulation
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Why now is the right time for FCA review of model portfolios
Areas expected to be covered include assessments of value, writes Sparrows Capital’s David Ogden
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the mag seven and MPS wobbles, and tax changes are introduced, many believe now is the time for multi-asset funds to shine
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Quilter: Outsourced investments through DFM and MPS climb to almost half of platform assets
Proportion of adviser-managed assets drop by over 10 percentage points
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Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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Analysis: Will 2025 be a gamechanger for financial advice and AI?
Although current use remains piecemeal, there are a range of products emerging that could have a huge impact on productivity levels
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LV= launches Platform Services option for advisers
The new offering uses Embark’s technology to give advisers using LV= greater choice by bringing multiple products together in one place
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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Analysis: The role of the boutique in a world where passive is king
Is the rise of passive investing a challenge or opportunity for boutique asset managers?