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Guide to selecting the right platform: what advisers need
Course on making the most of platformsNov 26 2024

How DFMs manage model portfolios across so many platforms

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How DFMs manage model portfolios across so many platforms
© (iLixe48/Envato Elements)Rebalancing portfolios is a labour-intensive process that lacks standardisation, says Tikker founder Tom Whittle

Just as there are many platforms, there are many model portfolios. NextWealth data show that assets in discretionary model portfolio services grew by 28 per cent in the year to March 2024, to a total market value of £123bn.

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Adviser technology
Discretionary fund management
Model portfolios
Platforms
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