Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
NextWealth
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BNY’s Parkin: Greater action needed on retirement income advice
Six months on from the FCA’s thematic review, Richard Parkin is concerned some adviser firms have not taken the regulator’s concerns on board
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Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
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How will the MPS market look in five years?
Sparrow Capital’s Mark Northway scrutinises the direction of travel for the MPS market
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Advisers need better products for decumulation
There is plenty of room for improvement, and also a need for a high level of innovation in the market, argues Robin Powell
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Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
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Five ‘significant shifts’ in financial advice to expect by 2028
Nextwealth has published a report titled Future of Financial Advice
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Advisers say economic climate prompting clients to change retirement plans
Researchers gathered responses from 200 financial advisers
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Discretionary MPS assets grow despite client performance concerns
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
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The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
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Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’