Traditional MPS limits on CGT and operations now in FCA focus

In this latest episode of Professional Adviser TV, Peele explores platform inconsistencies, capital gain tax challenges and the growing debate around co manufacturing and blurred manufacturer–distributor–adviser roles. Peele explains how technology and more "efficient" or unitised MPS structures can help advisers manage CGT, reduce out of market risk at rebalancing and improve client understanding of risk and diversification. He also discusses why PortfolioMetrix refuses fee sharing on discretionary mandates, the capacity constraints around genuinely bespoke co manufacturing relations...