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EN
Portfolio management burden stunting IFA business growth
['Darius Mcquaid']
Money Marketing
Almost three quarters (73%) of independent financial advisers believe they could grow their business by up to 10% a year if more time spent managing portfolios was reallocated to client acquisition and financial planning.
The vast majority (94%) of IFAs said their profession is best served by focusing on financial planning to address the needs of their clients, rather than day-to-day investment management.
The top challenges reported by IFAs relating to portfolio management are: time-consuming rebalancing (61%), market responsiveness (55%) and scalability (54%).
Yung said that the upgraded MPS is designed to ease the burden on advisers by giving them access to actively managed, resilient investment solutions.
Rathbones Asset Management head of multi-asset investments David Coombs added: “The three funds within the Rathbones MPS are designed to work in harmony, providing financial advisers with access to a resilient, risk-managed portfolio that evolves over time.
['advisers'
'business'
'stunting'
'upgraded'
'ifa'
'rathbones'
'management'
'growth'
'burden'
'portfolio'
'service'
'mps'
'ifas'
'financial'
'investment']