Model Portfolio

Model portfolio sales slow in H1 after 2023 boom

Your profession

Model portfolio sales slow in H1 after 2023 boom

Sales increased by just 6% in H1 2024

clock 02 October 2024 • 2 min read
Mabel Insights and Intelliflo link to boost adviser MPS analysis

Your profession

Mabel Insights and Intelliflo link to boost adviser MPS analysis

The Mabel Insights app will be available to all Intelliflo customers

clock 06 February 2024 • 1 min read
Across the pond: SEC considering treating index providers as investment advisers

Regulation

Across the pond: SEC considering treating index providers as investment advisers

No longer 'data providers'

clock 17 June 2022 • 1 min read
Vanguard expands LifeStrategy brand into model portfolios

Investment

Vanguard expands LifeStrategy brand into model portfolios

MPS Classic and MPS Global

clock 06 June 2022 • 1 min read

Multi-Asset

7IM launches low cost multi-asset model portfolio range

Available on six platforms

clock 09 September 2019 • 1 min read

Regulation

FCA targets D2C platform and model portfolio fees

Investment Platforms Market Study

clock 16 July 2018 • 4 min read

Managed solutions

Whitechurch cuts management fees on model portfolios

OCF of 0.4% to 0.6%

clock 04 May 2018 • 2 min read

Wrap/platforms

AJ Bell chops 10bps off Model Portfolio Service fees

Focus on efficiency

clock 05 February 2018 • 1 min read

Investment

Reverse compounding 'toxic' to passive returns under advice - BMO

The effect of reverse compounding is "pretty toxic" to passive investing returns once the fees of the full value chain of advice are taken into account, BMO GAM multi-manager co-head Rob Burdett has said.

clock 11 January 2018 • 3 min read

Managed solutions

Chase de Vere plans launch of discretionary model portfolio service

On the back of client demand

clock 08 January 2018 • 1 min read
Most read
01

Don't panic! Call for calm after Budget pensions IHT change

14 November 2024 • 3 min read
02

Titan Wealth ex-employee faces trial over alleged harassment

12 November 2024 • 1 min read
03

PFS Conference 2024: AI should augment not replace human element in advice

14 November 2024 • 2 min read
04

AJ Bell cuts fees across multi-asset income range

14 November 2024 • 1 min read
05

Is 'paraplanner' still the right title in a post-AI world?

13 November 2024 • 4 min read