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
MPS
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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?
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abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
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Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios
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Sarasin & Partners teams with MPA Financial Management on MPS
Five model portfolios across risk levels rolled out
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Quilter Cheviot launches MPS proposal tool for advisers
Aiming to cut the time it takes to create reports for client
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NextWealth finds MPS assets jumped by a third in a year
Report also found costs have almost halved
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Analysis: Do performance tools really measure up?
Tools have made life easier for advisers selecting and running MPS on their platforms, but what about measuring MPS performance more broadly?
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MPS: Smaller-value clients face restricted access
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
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Ian Aylward to lead AJ Bell’s MPS as head of investment partnerships
Aylward joins from Barclays to support the ‘rapid growth’ in its MPS offering