True Potential has added risk assessment tools from Morningstar and asset allocation models from Ibbotson Associates (a unit of Morningstar) to its business platform.
The asset allocation tools are populated from information held on True Potential, without the need to rekey any further information, which the company says "vastly increases the efficiency of this important...
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress