As MPS has grown, firms often find themselves adapting their proposition to fit the platform they already have. That is not automatically wrong, but it creates a quiet tension, writes Mark Sanderson
For years platform selection and investment selection were separate and distinct from each other. Platform choice centred on finding the best venue for custody and administration to enable financial planning. Meanwhile, the centralised investment proposition (CIP), including choices around managed portfolio services (MPS), sat in a different mental bucket, with all the governance, responsibility and scrutiny that comes with that label. Our latest research suggests that separation no longer reflects reality. With the growth of MPS in recent years, now when advice professionals talk ...
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