Graham Bentley: Investment adviser or financial planner?

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Graham Bentley: "Perhaps the biggest question is how any model portfolio service can justify itself versus a straightforward multi-manager fund."
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Graham Bentley: "Perhaps the biggest question is how any model portfolio service can justify itself versus a straightforward multi-manager fund."

The FCA's renewed focus on the value of asset management avoids an uncomfortable but no less important discussion about the relative value of adviser-managed model portfolio services, writes Graham Bentley

When I fell into this business in the mid-1970s, chaps loosely described as brokers had arrays of pigeonholes stocked full of application forms for the multitude of Scottish (and occasional English) life...

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