Adviser platforms end 2020 on a high

Many adviser platforms suffered a noticeable downturn in new business in the second and third quarters of 2020. This was the inevitable knock-on effect of the downturn in advisers’ new business during the pandemic. Advisers have managed to keep hold of their existing...

The trends in DFM MPS pricing

Financial advisers’ use of DFMs and multi-asset funds by grew rapidly post-RDR. More broadly, in-house model portfolios and similar ‘investment solutions’ have become more popular with advisers, all at the expense of building bespoke advisory portfolios for each and...