You can now compare and research Invesco as part of your MPS due diligence in Analyser.
Author Archives: Natalie Holt
17
Sep
Sep
Subscribers to Analyser can now catch up on the latest edition of Adviser Briefing, covering platform market data for Q2 2024. This includes our market at a glance tables, and a summary of the latest developments across platforms and MPS providers. Subscribers can also catch up on the lang cat’s latest analysis on platform switching
05
Aug
Aug
Five portfolios from Pacific Asset Management are now available to include in the comparison, due diligence and suitability exercises.
01
Aug
Aug
Analyser can be used by many sections of the financial advice and planning sector, including platform and MPS providers.
11
Jul
Jul
ESG Accord’s team bring us up to speed with the FCA’s stance on greenwashing and what this means for advice professionals
05
Jul
Jul
Marlborough MPS ranges are now available through Analyser. You can now include their Active, Blended and Passive ranges in the comparison, due diligence and suitability exercises you run in Analyser.
04
Jun
Jun
Analyser 3.0 is now even easier to use, and offers new functionality to carry out due diligence at individual client level
22
May
May
Liontrust’s managed portfolio service is now available for Analyser subscribers to compare and research as part of their investment due diligence. Liontrust launched as an asset manager in 1995 and listed on the London Stock Exchange in 1999. Its MPS was launched in 2014 and it has £138m in MPS assets under management as at
20
May
May
Abrdn has made changes to abrdn Wrap charging structures today and we’ve added these to Analyser for use in your due diligence and comparisons. Changes include:
15
Apr
Apr
Every year, the lang cat publishes the State of the Platform Nation report – our annual deep dive into platforms in the UK. The 2023/24 report is the 12th edition and reviews the previous year and sets out what we think the future holds for platforms. 2023 will go down as one of the toughest