Ben Peele News Today

Many more DFMs are beginning to offer advisers some sort of insourcing solution – a middle ground between advisers running their own models and total outsourcing via MPS or multi-asset funds. However, as someone who runs a DFM, Ben Peele knows not all insourcing propositions are created equal…

Good morning and welcome to your Morning Briefing for Wednesday 10 January 2024. To get this in your inbox every morning click here. Quilter's new NED Quilter has appointed Chris Hill as an independent non-executive director, with effect from 7 March. Hill is an established figure in the financial services industry

In this episode, chief reporter Lois Valley talks to Ben Peele – UK managing director for Portfoliometrix – about why more advisers are switching from building advisory models to using a discretionary service. He also discusses the pros and cons of an off-the-shelf vs customised centralised investment proposition,

Ben Peele explores the investment outsourcing landscape which he says exploded after RDR and is shifting again as Consumer Duty beds in...

PortfolioMetrix has launched an on-platform short-term gilt model portfolio intending to deliver cash-like returns to advisers’ clients.

Ben Peele looks at adviser charging structures and says it is time for IFAs to look at the issue from a different starting point...

Dynamic Planner has expanded its coverage of risk profiled funds to include discretionary investment manager PortfolioMetrix’s three Core funds.

Good morning and welcome to your Morning Briefing for Tuesday 24 May, 2022. To get this in your inbox every morning click here. FOS secures £22m for consumers The Financial Ombudsman Service (FOS) has secured up to £22m in redress for customers following the launch of a settlement initiative. The Ombudsman launched

Ben Peele: Managing fight, flight and freeze behaviours Ben Peele Sign In To read this story please register PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income. PA offers: MULTI-ASSET: discover the latest trends in multi-asset FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies TECHNOLOGY: learn about the latest solutions, with case studies and the views of experts ...