The model portfolio landscape in the UK tends to resemble a series of off-the-shelf commodities that ensure every client gets the same investment experience commensurate with their risk profile.
The NFN platform provides managers of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) the ability to register their assets with a searchable symbol that is ...
Combine the Morningstar insights that clients trust with the tools to grow your practice. In one convenient platform, you can focus on what matters most—meaningful conversations with clients and ...