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DFM & Model Portfolios

Chartered planning firm links up with Legal & General to offer MPS

DFM & Model Portfolios

Chartered planning firm links up with Legal & General to offer MPS

L&G will provide a range of multi-asset solutions for Blue Sky Financial Planning

clock 10 October 2024 • 2 min read
Is the DFM sector behind when it comes to changing fees?

DFM & Model Portfolios

Is the DFM sector behind when it comes to changing fees?

‘A lot of the DFM community remains AUM-based’

clock 19 September 2024 • 4 min read
7IM partners with Brooks Macdonald to offer MPS ranges

DFM & Model Portfolios

7IM partners with Brooks Macdonald to offer MPS ranges

To be offered through the 7IM retirement income solution

clock 18 September 2024 • 1 min read
Marriage material: What makes the ideal MPS partner?

DFM & Model Portfolios

Marriage material: What makes the ideal MPS partner?

If there was a Tinder for MPS what would make you swipe right?

clock 16 September 2024 • 4 min read
Quilter Cheviot lowers direct client MPS fee and increases access

DFM & Model Portfolios

Quilter Cheviot lowers direct client MPS fee and increases access

Wealth manager’s MPS added to Aegon’s and Nucleus’ platforms

clock 28 August 2024 • 2 min read
Copia Capital signs up to Mabel Insights MPS comparison site

DFM & Model Portfolios

Copia Capital signs up to Mabel Insights MPS comparison site

Comes after Mabel launched cashflow planning service for advisers

clock 08 August 2024 • 1 min read
Offering something different in a 'mature' MPS market

DFM & Model Portfolios

Offering something different in a 'mature' MPS market

‘There are plenty of players, but there is enough room for everyone’

clock 23 July 2024 • 3 min read
Continued shift towards passive in MPS while costs decline

DFM & Model Portfolios

Continued shift towards passive in MPS while costs decline

NextWealth finds 14% of MPS assets have moved from active to passive

clock 14 June 2024 • 1 min read
Tatton, Quilter and Timeline to emerge as 'dominant' MPS players

DFM & Model Portfolios

Tatton, Quilter and Timeline to emerge as 'dominant' MPS players

Each added more than £3bn in assets in the last year, NextWealth finds

clock 13 June 2024 • 1 min read
Consumer Duty has changed what advisers prioritise in MPS

DFM & Model Portfolios

Consumer Duty has changed what advisers prioritise in MPS

Greater focus on value for money investments and scrutiny on fees

clock 11 June 2024 • 1 min read
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