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Model portfolio services outperform adviser platform market

Model portfolio services (MPS) have outperformed the platform market by expanding 9% in the year to 30 September 2023, according to NextWealth’s MPS Proposition Comparison Report 2023.

Model portfolio service

AI is an area to watch for advisers who have not adopted the service

Nearly half (44%) of financial advisers who are not using artificial intelligence (AI) have said that it is still “an area to watch”.

Delivering operationalArtificial intelligence

Adviser to client ratio to diverge widely in next five years

There is likely to be a widening in the distribution of the 1:94 adviser to client ratio over the next five years, according to NextWealth.

Delivering operational

Adviser or planner? A clear distinction and earnings difference

There is a ‘clear distinction’ between financial advisers and planners, according to NextWealth.

Heather hopkinsNextwealth financial advice business benchmarksFinancial planning

Growing number of advice firms look to change fee structures

A growing proportion of financial advice firms are looking to make changes to their fee structure in the next twelve months, according to NextWealth.

Heather hopkinsNextwealth financial advice business benchmarksRetail distribution reviewFinancial instruments directiveFee structuresClient fees

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