The Consumer Duty

In the world of investment, an MPS is a managed portfolio service – sometimes known as a model portfolio service. Many financial advisers recommend managed portfolio services to their clients because of the value and quality of service they provide for investors.

Market Commentary: July 2021

Market Commentary – Buy the dip? So after finishing last week on a depressing note focused on investor fatigue and the growing threat of the Delta variant, I wasn’t at all surprised to see markets stumbling on Monday, but I must confess surprise in how short-lived the wobble was, with markets finishing the week higher.…

The Adviser’s Guide to PROD

How (to) PROD PROD has been met with much resentment from financial planners who believe they are already doing it. However, as is so often with financial regulation, it is not the doing that matters, it is the documenting of the doing. Remember to write everything down at every stage; your client fact-find and decision-making…