professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

DFM

MPS: Would you trust AI to replace human decision-making?

DFM & Model Portfolios

MPS: Would you trust AI to replace human decision-making?

Firms increasingly exploring AI use to push gains even further

clock 26 June 2025 • 4 min read
Outsourcing to DFMs: 'Agent as client' or 'agent of client'?

Managed solutions

Outsourcing to DFMs: 'Agent as client' or 'agent of client'?

'Know your agreements'

clock 30 April 2025 • 4 min read
Quilter platform sees massive shift to outsourced investments

Managed solutions

Quilter platform sees massive shift to outsourced investments

‘MPS growth in the past decade has been nothing short of phenomenal’

clock 24 February 2025 • 3 min read
Is the DFM sector behind when it comes to changing fees?

DFM & Model Portfolios

Is the DFM sector behind when it comes to changing fees?

‘A lot of the DFM community remains AUM-based’

clock 19 September 2024 • 4 min read
Dynamic Planner enhances DFM research tools for advisers

Managed solutions

Dynamic Planner enhances DFM research tools for advisers

Research includes the past performance of over 900 DFM MPS

clock 02 May 2024 • 1 min read
Tatton MPS solutions dominate as most popular in Q1

DFM & Model Portfolios

Tatton MPS solutions dominate as most popular in Q1

Three Tatton MPS solutions land in Defaqto’s top ten

clock 15 April 2024 • 2 min read
Tatton IM named top DFM provider for advisers by Defaqto

DFM & Model Portfolios

Tatton IM named top DFM provider for advisers by Defaqto

Scored top for most preferred provider for MPS via platform and direct

clock 25 March 2024 • 2 min read
Accessing MPS solutions via adviser platforms grows in popularity

DFM & Model Portfolios

Accessing MPS solutions via adviser platforms grows in popularity

More than two thirds of advisers access MPS via adviser platforms

clock 25 March 2024 • 2 min read
Investment boutique launches with adviser MPS offering

DFM & Model Portfolios

Investment boutique launches with adviser MPS offering

Magellan Research & Investment will operate under P1 Investment Services

clock 18 March 2024 • 2 min read
'Insourcing' - Not all propositions are created equal

Managed solutions

'Insourcing' - Not all propositions are created equal

The three fundamentals of 'insourcing' explained

clock 12 January 2024 • 4 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=dfm