Sarasin & Partners teams with MPA Financial Management on MPS
Five model portfolios across risk levels rolled out
Outsourcing
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Schroders adviser survey finds big uptick in use of multi-asset funds
This is being driven by concerns over CGT
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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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BlackRock MyMap growth shines light on rapid rise of multi-asset funds
The range has reached £1.84bn in asset value
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Should more advisers in the UAE turn to outsourcing?
Region’s financial sector is ‘developing and evolving at a rapid pace’
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Will the Consumer Duty spark a rise in outsourcing?
FCA expected to enforce the rules ‘aggressively’
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Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
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SEC unveils stricter outsourcing requirements for advisers
Regulator places due diligence and monitoring in the spotlight
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Cost and loss of control worry advisers when outsourcing CIP
Centralised investment propositions could become ‘unmanageable’ for 97% of firms
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Morningstar says tech for advisers ‘not where it should be’
Technological development is a key area of focus now the Praemium International acquisition is complete
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Pension firm enters UK retail space with portfolio service
It previously only offered investment advice to large institutional clients
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Asia wealth firm targets outsourced services demand
In Hong Kong, Singapore and Australia after hiring from Towers Watson