Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
Parmenion
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Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured
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Quilter’s WealthSelect MPS added to third-party platforms for first time
MPS added to the Parmenion, M&G and Morningstar
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Pacific, Albemarle and Hymans Robertson model portfolios added to Parmenion platform
Discretionary fund manager products available instantly
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91% of advisers say poor platform service impacts their day-to-day work
With one adviser stating they are ‘sick of useless service and systems’
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Should the advice market rethink the 60/40 portfolio approach?
There is a debate whether the strategy is dead
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Parmenion integrates data tools to improve adviser reporting
Fastrak and FINIO will give advisers access to data about their clients’ investments
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IFAs need to be better at promoting the value of retirement advice
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement
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Parmenion adds Iboss portfolios to adviser platform
This includes 32 models spanning a range of risk grades
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Consumer Duty to force wealth firms to rethink business models
While white paper says the regulation will bring adviser-platform relationship closer
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Parmenion to offload major stake
Deal would net owners a considerable return after just 18 months
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Parmenion swoops on £1.9bn DFM
Deal forms part of adviser platform’s ‘ambitious growth strategy’