This research is to show the Managed Portfolio Services that are currently available for Independent Financial Advisers to use for their clients’ investment strategies.
The MPS report looks to provide information on a wider range of providers to show how any Managed Portfolio Service chosen by a firm is competitive in the market and why it may be chosen to suit the clients of the advising firm.
It proves that there is an investment strategy to suit every investor. They just need to be discovered and identified.
With all these managed portfolio services providers available, it is a mystery why any financial planning firm would want to devote so much of their valuable time running their own portfolios.
Supporting effective MPS due diligence
This is the final article in IFA Magazine’s popular series looking at the detailed research which has been compiled by compliance specialist, Tony Catt, of
MPS – Digging down into the data
As the latest part of IFA Magazine’s recent series of articles looking at the 2020 Managed Portfolio Services Research from Compliance Consultant TC Compliance Services,
Environmental, social and governance (ESG) investment
While researching this report, there seemed to be a lot of providers who were majoring on their ESG credentials. I found that this is in
Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes the CIP likely to be
