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.
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
Managed Portfolio Services Research Annual Report Free Sample | IFA Magazine | August 2020
I work as an independent compliance consultant working mainly with IFA firms around London and the South-East. I have several firms for whom I undertake
Model portfolios – bringing transparency to the industry
Catch up on the Managed Portfolio Services Webinar 7th July 2020
