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EBI

MPS provider ups governance game as part of FCA requirement

DFM & Model Portfolios

MPS provider ups governance game as part of FCA requirement

Ebi has made several board and executive changes

clock 09 July 2025 • 4 min read
Top ten recommended MPS in Q1 revealed

DFM & Model Portfolios

Top ten recommended MPS in Q1 revealed

Tatton tops the table again

clock 16 April 2025 • 3 min read
Reliance on others: The key to reducing risk and improving compliance

Managed solutions

Reliance on others: The key to reducing risk and improving compliance

Key differences between reliance on others and agent as client

clock 01 August 2024 • 3 min read
Extending the SDR regime to portfolio management

Regulation

Extending the SDR regime to portfolio management

FCA recently published its consultation paper on extending the SDR

clock 14 May 2024 • 5 min read
Positive change: Assessing the regulator's SDR policy statement

Regulation

Positive change: Assessing the regulator's SDR policy statement

The FCA has introduced a 70% minimum threshold across all labels

clock 11 December 2023 • 5 min read
Cashflow software and due diligence central in Ebi platform overhaul

Your profession

Cashflow software and due diligence central in Ebi platform overhaul

Changes to the offering come on the back of adviser feedback

clock 27 November 2023 • 1 min read
Parmenion adds two more DFMs to expand platform offering

Platforms

Parmenion adds two more DFMs to expand platform offering

DFM solutions from Morningstar and Brewin Dolphin to be available

clock 20 December 2022 • 1 min read
Parmenion adds 'Earth range' of portfolios from EBI

Green

Parmenion adds 'Earth range' of portfolios from EBI

Enabling adviser access to all 11 of EBI’s Earth model portfolios

clock 24 October 2022 • 2 min read
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