AJ Bell Investcentre integrates IBOSS MPS range
IBOSS Asset Management has announced its discretionary Managed Portfolio Service (MPS) range is now available via AJ Bell Investcentre.
Source: moneymarketing.co.uk
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Better service tops adviser demands from providers in 2023
Advisers want providers to get the fundamentals of good service right, according to the research by AJ Bell, suggesting life companies have failed to properly support advisers as they deal with clients in 2022.
Source: professionaladviser.com
Advisers want providers to go 'back to basics'
Advisers want providers to go back to basics on service. A majority of them cited good quality of service as a critical factor when selecting providers next year in the current environment. This is what a survey of 251 financial advisers and paraplanners by AJ Bell Investcentre reveals.
Source: moneymarketing.co.uk
10% drop rule from Mifid II to be scrapped from next year
The contentious ‘10% drop rule' relating to clients’ investment portfolios first introduced in 2018 will be scrapped from next year, the government has confirmed.
Source: professionaladviser.com
Portfolio 10% drop rule from MiFID II to be scrapped from next year
The contentious ‘10% drop rule' relating to clients’ investment portfolios first introduced in 2018 will be scrapped from next year.
Source: investmentweek.co.uk