ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
While 43% posted positive net flows to signal improving investor confidence
Research from the lang cat and Octopus Money shows move away from smaller clients
Tatton Investments ranks as best-selling model provider for the period