How MPS is helping advisers do more financial planning

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...