Advisers who have tried to create model portfolios on wraps will know there are pinch points that can trip up the platform. Mark Polson sees how Novia's Model Portfolio Manager compares...
The more advisers think about how they can manage risk in their business and deliver a repeatable set of services to clients, the more centralised investment propositions take off. Bar some niggles...
'Due to three factors'
Continuity beyond 2021
Return to business packs
Over-valuation in tech, software and consumer staples
One in 25 sought advice for the first time
'Can't assess body language'