Small advice firms may not get ‘outcome they desire’
The investment manager launches Cautious and Defensive portfolios on adviser platforms
'Education is an investment in our future'
M&G and ClearBridge funds added to Cirilium portfolios
Professional Advisor has partnered with Carmignac, Invesco, LGIM, Quilter, Schroders and Tatton to bring an exclusive guide that explores the trends driving the increasing use of the model portfolio services.
Gross inflows onto the platform rose by 20% compared to the year before
The firm has partnered with an online clinic to offer free menopause support
Designed to make advisers' processes more efficient
More than 100 advisers have already adopted the new co-branding
Part of the portfolio’s sustainable range