DFM & Model Portfolios

Deal is subject to FCA approval

‘It has enabled us to really think about what’s needed’

PA360 panellists on value and compliance

'Technology is the only scalable answer'

With six risk options

As advisers ‘rethink income, tax and retirement needs’

CGT optimisation, cash management, reporting noise cited as issues

Tool aims to tackle “crowded and complex” market

‘That could add cost without improving outcomes’

'The flurry of moves in recent weeks is at least a year in the making'