Tenet and Tatton seal managed portfolio service deal
- Friday, 07 June 2019
- Articles
Tenet has selected Tatton Asset Management to run a managed portfolio service for its appointed representatives and directly authorised advisers.
Read more...Financial Planning firm makes managed portfolio appointment
- Thursday, 11 April 2019
- Articles
Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients.
Read more...AJ Bell launches new ‘Pactive’ portfolio service
- Monday, 18 February 2019
- Articles
AJ Bell has today launched a new version of its Managed Portfolio Service (MPS), which blends its actively managed portfolios with its passive funds.
Read more...AJ Bell launches Lifetime ISA for advisers’ clients
- Tuesday, 12 June 2018
- Articles
AJ Bell has launched a stocks and shares Lifetime ISA for clients of financial advisers via its Investcentre platform.
Read more...