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Model Portfolio

Income

eValue relaxes rules on 'home-biased' model portfolios to offset Brexit effects

Markets volatile following Brexit vote

clock 21 July 2016 • 2 min read

Investment

Cazenove launches model portfolio service for advisers

Six-strong offering with £50,000 minimum investment

clock 04 July 2016 • 1 min read

Managed solutions

Which are the most popular DFMs with advisers?

More than 39 DFMs ranked by advisers

clock 14 June 2016 • 3 min read

Investment

Warning sounded on suitability failings in portfolio risk-matching

Report warns of risk-ratings mis-match

clock 15 February 2016 • 3 min read

Managed solutions

Church House launches model portfolio service

Six risk-rated portfolios

clock 19 January 2016 •

Investment

The giants pushed out of FE's model portfolios

Axa and Artemis funds dropped

clock 14 September 2015 • 2 min read

Managed solutions

Brewin Dolphin to expand and rename Managed Funds Service

Brewin Dolphin is set to rebrand its Managed Funds Service (MFS) and plans to expand the range of portfolios on offer.

clock 14 August 2015 •

TCF

IFA submits portfolios for independent verification; gets top marks

An independent advisory business is set to submit its investment portfolios for regular scrutiny after independent tests were carried out on a trio of live client cases.

clock 04 August 2015 •

Managed solutions

Rayner Spencer Mills launches £240-per-month investment service for small firms

Research and ratings group Rayner Spencer Mills Research (RSMR) has launched a range of model portfolios for directly authorised small advisory firms.

clock 14 April 2015 •

Managed solutions

Model portfolios deter advisers from investment trusts - Ascentric

Ascentric's managing director, Hugo Thorman, has argued advisers' use of model portfolios is hindering the popularity of investment trusts.

clock 10 December 2014 •
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