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DFM & Model Portfolios

7IM acquires Rockhold Asset Management to expand MPS proposition

DFM & Model Portfolios

7IM acquires Rockhold Asset Management to expand MPS proposition

MPS offering will now have more than £10bn under management

clock 01 November 2024 • 2 min read
Warnings of platform 'crunch' as MPS usage increases

DFM & Model Portfolios

Warnings of platform 'crunch' as MPS usage increases

‘This is something that the regulator should be looking at more’

clock 25 October 2024 • 2 min read
Chartered planning firm links up with Legal & General to offer MPS

DFM & Model Portfolios

Chartered planning firm links up with Legal & General to offer MPS

L&G will provide a range of multi-asset solutions for Blue Sky Financial Planning

clock 10 October 2024 • 2 min read
Is the DFM sector behind when it comes to changing fees?

DFM & Model Portfolios

Is the DFM sector behind when it comes to changing fees?

‘A lot of the DFM community remains AUM-based’

clock 19 September 2024 • 4 min read
7IM partners with Brooks Macdonald to offer MPS ranges

DFM & Model Portfolios

7IM partners with Brooks Macdonald to offer MPS ranges

To be offered through the 7IM retirement income solution

clock 18 September 2024 • 1 min read
Marriage material: What makes the ideal MPS partner?

DFM & Model Portfolios

Marriage material: What makes the ideal MPS partner?

If there was a Tinder for MPS what would make you swipe right?

clock 16 September 2024 • 4 min read
Quilter Cheviot lowers direct client MPS fee and increases access

DFM & Model Portfolios

Quilter Cheviot lowers direct client MPS fee and increases access

Wealth manager’s MPS added to Aegon’s and Nucleus’ platforms

clock 28 August 2024 • 2 min read
Copia Capital signs up to Mabel Insights MPS comparison site

DFM & Model Portfolios

Copia Capital signs up to Mabel Insights MPS comparison site

Comes after Mabel launched cashflow planning service for advisers

clock 08 August 2024 • 1 min read
Offering something different in a 'mature' MPS market

DFM & Model Portfolios

Offering something different in a 'mature' MPS market

‘There are plenty of players, but there is enough room for everyone’

clock 23 July 2024 • 3 min read
Continued shift towards passive in MPS while costs decline

DFM & Model Portfolios

Continued shift towards passive in MPS while costs decline

NextWealth finds 14% of MPS assets have moved from active to passive

clock 14 June 2024 • 1 min read
123
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Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
02

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

03 February 2025 • 4 min read
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