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
Tatton Investments ranks as best-selling model provider for the period
Head of multi-asset solutions Yoram Lustig and multi-asset solutions strategist Michael Walsh named investment advisers
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
Aims to enable advisers to pinpoint strengths and weaknesses in portfolios
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
Negotiations with fund houses have resulted in reduced pricing
Six options with varied risk/return profiles