Scored top for most preferred provider for MPS via platform and direct
More than two thirds of advisers access MPS via adviser platforms
Magellan Research & Investment will operate under P1 Investment Services
The three fundamentals of 'insourcing' explained
Advisers work with an average of 1.7 DFMs, down from 2.2 last year
Nearly half of advisers use a third-party DFM
The asset manager benefits from a ‘larger team’
Failed to uphold integrity and due skill care and diligence principles
Large drop recorded for 2022 in advisers' use of DFMs
DFM business has £6.1bn in asset under management