How MPS is helping advisers do more financial planning

'Advisers who have made the change often describe a clearer sense of purpose'

clock • 4 min read

With the right use of MPS, the hours that used to go into portfolio administration go into planning more time with clients, writes Mark Sanderson

Ask any financial adviser what they went into the profession to do and very few of them will say "manage portfolios". They'll talk about the human side of advice, whether that's helping people with their plans, making complexity feel manageable, or sitting alongside someone at a difficult moment and helping them find a path forward. For a long time, the structure of the wealth industry forced advisers to be investment managers too. That's where a managed portfolio service makes the biggest difference. When investment selection and ongoing portfolio management are delegated to a specia...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on DFM & Model Portfolios

Evelyn Partners expands MPS with onshore bond wrappers

Evelyn Partners expands MPS with onshore bond wrappers

Rolls service out across major adviser platforms

Isabel Baxter
clock 14 September 2026 • 2 min read
Quilter's WealthSelect increases value tilt in rebalance

Quilter's WealthSelect increases value tilt in rebalance

Markets 'likely to become increasingly discerning'

Michael Nelson
clock 08 September 2026 • 2 min read
Advisory/DFM bespoke portfolio partnerships gaining popularity

Advisory/DFM bespoke portfolio partnerships gaining popularity

Outsourced MPS remain dominant model for CIPs

Jenna Brown
clock 03 September 2026 • 3 min read