Managed solutions

'Insourcing' - Not all propositions are created equal

Managed solutions

'Insourcing' - Not all propositions are created equal

The three fundamentals of 'insourcing' explained

clock 12 January 2024 • 4 min read
Investment outsourcing: A post-RDR landscape that's still shifting

Managed solutions

Investment outsourcing: A post-RDR landscape that's still shifting

Consumer Duty brings a new focus on the provision of investment services

clock 12 December 2023 • 4 min read
Cost and consistency: The role of MPS post-Consumer Duty

Managed solutions

Cost and consistency: The role of MPS post-Consumer Duty

Nearly half of advisers use a third-party DFM

clock 15 November 2023 • 4 min read
Quilter Investors adds value and infrastructure funds to Cirilium range

Managed solutions

Quilter Investors adds value and infrastructure funds to Cirilium range

M&G and ClearBridge funds added to Cirilium portfolios

clock 01 November 2023 • 2 min read
PortfolioMetrix launches model portfolio targeting 'cash-like' returns

Managed solutions

PortfolioMetrix launches model portfolio targeting 'cash-like' returns

Targets low-risk returns with short-term gilt model portfolio

clock 31 October 2023 • 1 min read
Quilter MPS exits impact EM fund after exclusion breach

Managed solutions

Quilter MPS exits impact EM fund after exclusion breach

Part of the portfolio’s sustainable range

clock 04 October 2023 • 2 min read
Partner Insight: Is volatility an advantage for active managers?

Managed solutions

Partner Insight: Is volatility an advantage for active managers?

Given their mandate to pick the winners, market volatility is often said to be favourable for actively managed funds. But is this actually the case?

clock 18 August 2023 • 10 min read
Schroders: Picking the right MPS or multi asset solution for your client

Consumer Duty

Schroders: Picking the right MPS or multi asset solution for your client

The latest from PA’s Working Lunch webinar series

clock 04 April 2023 • 3 min read
Richmond Wealth partners with LGIM for model portfolios

Managed solutions

Richmond Wealth partners with LGIM for model portfolios

Six model portfolios are set to be created as part of the collaboration

clock 20 February 2023 • 1 min read
Assessing the many nuances of model portfolio construction

Managed solutions

Assessing the many nuances of model portfolio construction

'Evidence-based investing is simple in concept but complex in execution'

clock 15 February 2023 • 5 min read
Most read
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Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

30 January 2025 • 4 min read
02

AI and advice: Financial advisers must adapt or 'be left behind'

30 January 2025 • 2 min read
03

Mixed year for platforms as Budget fuelled investor uncertainty

30 January 2025 • 2 min read
04

St James's Place 'on track' with charging structure overhaul

30 January 2025 • 2 min read
05

Shackleton cuts fees for new and existing clients

30 January 2025 • 1 min read