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Parmenion

Bespoke MPS solutions 'key trend' going into 2025

DFM & Model Portfolios

Bespoke MPS solutions 'key trend' going into 2025

‘Advice firms want something that’s right for their business'

clock 20 December 2024 • 3 min read
Platform service worsens as cost of living spurs clients to move assets

Your profession

Platform service worsens as cost of living spurs clients to move assets

'People are needing cash more than ever right now'

clock 28 November 2024 • 2 min read
Advisers warned against overreliance on cashflow modelling

Your profession

Advisers warned against overreliance on cashflow modelling

‘I’m not sure how clearly cashflow modelling speaks to an average person’

clock 12 September 2024 • 2 min read
Parmenion introduces tiered adviser charging on its platform

Platforms

Parmenion introduces tiered adviser charging on its platform

To support evolving business models in advice businesses

clock 21 May 2024 • 1 min read
Parmenion CEO: 'Adviser platform sentiment is going backwards'

Platforms

Parmenion CEO: 'Adviser platform sentiment is going backwards'

‘All platforms claim that they can solve a problem’

clock 16 May 2024 • 2 min read
Nearly all advisers say poor platform service impacts their daily work

Wrap/platforms

Nearly all advisers say poor platform service impacts their daily work

Some 88% of advisers have apologised to clients on behalf of a platform

clock 23 November 2023 • 3 min read
Parmenion upgrades ISA for financial planning flexibility

ISAs

Parmenion upgrades ISA for financial planning flexibility

The adviser platform launches flexible ISA to offer ‘tax-efficient’ investing

clock 27 September 2023 • 1 min read
Will AI resolve the retirement planning conundrum? 

Retirement

Will AI resolve the retirement planning conundrum? 

How would AI seek to optimise its retirement advice?

clock 12 June 2023 • 3 min read
Time for advisers to challenge MPS providers on Consumer Duty

Consumer Duty

Time for advisers to challenge MPS providers on Consumer Duty

'Fortunately, advisers are nothing if not adaptable'

clock 03 May 2023 • 3 min read
The Verve Foundation launches scheme to help new IFAs flourish

Your Business

The Verve Foundation launches scheme to help new IFAs flourish

12-week programme aims to help advisers grow their businesses

clock 02 May 2023 • 2 min read
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