Why advisers' scrutiny of model portfolio services just got simpler
Recent additions to the market will allow advisers to complete easier and more granular due diligence of model portfolio services, says John Bennett
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Recent additions to the market will allow advisers to complete easier and more granular due diligence of model portfolio services, says John Bennett
Rebecca Aldridge: Platforms’ missed trick in selection processes By Rebecca Aldridge 11 th March 2021 3:23 pm It is all about platforms at the moment. With the marriage between James Hay and Nucleus, Old Mutual having a makeover and Standard Life Aberdeen breaking up with Parmenion, it has been hard to keep track. But there does seem to be change in the air. It is all very timely as we have been reviewing our preferred platforms, identifying those that work best for the business and our clients. At this point, I want to ‘big up’ the Lang Cat’s Platform Anal...