DFM & Model Portfolios

The appeal of MPS now extends far beyond convenience

Is risk profiling an art or a science?

Fixed fees ‘can create cross-subsidisation’

‘We've been rewarded with incredibly strong flows'

Marks ‘latest major product collaboration’

Move adds to growing demand from advisers for low-cost solutions

Six DFMs share their views

Financial factors must outweigh non-financial factors in a DFM’s decisions

Data and technical standards designed to bring more MPS transparency and consistency

'Many clients may wish to transition from MPS to bespoke as their financial journeys move into unfamiliar territory'