Brooks Macdonald becomes latest DFM to scrap VAT on MPS range
DFM follows in the footsteps of rivals Tilney Smith & Williamson and Brewin Dolphin as price war heats up
MPs
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Sparrows Capital hires from Netwealth to push MPS
Asset-based fees for model portfolios is ‘outdated, unfair on clients and unjustifiable’
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Brooks Macdonald drops charges on £1bn MPS range
Total cost to clients could still hit 2% once advice and platform fees are added
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AJ Bell finds ‘clunky workaround’ for ETF in smaller pots
Stock split viewed as unfavourable compared to fractional trading
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AJ Bell drops Merian in first change to MPS growth range
Platform MPS instead backs Paul Marriage’s boutique
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AJ Bell slices MPS charge 40% amid asset allocation changes
AJ Bell has lowered the annual management charge (AMC) on its managed portfolio service, as it moves toward a new in-house strategic asset allocation approach.
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Brewin Dolphin to slash MPS costs up to 27%
Brewin Dolphin has announced it will be cutting costs across its managed portfolio service by between 17% and 27% through switching to a segregated mandate structure from its current pooled retail funds model.
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AJ Bell enters funds space with multi-asset range
AJ Bell is ramping up its investment presence with the launch of a range of multi-asset funds investing in passives, with further active-led strategies planned for later in the year.
