We’ve partnered with Aberdeen Portfolio Solutions Limited to launch whitepaper on MPS regulation and opportunity, with a free webinar for financial advisers.
We’re pleased to announce we’ve partnered with Aberdeen Portfolio Solutions Limited (APSL) to launch a new whitepaper examining the regulatory landscape around Model Portfolio Services (MPS) — and what it means for advice firms using an MPS or considering one.
Titled Managed Portfolio Services: Regulation and Opportunity, the whitepaper addresses a fast-growing corner of the advised market that has, until now, drawn relatively little dedicated regulatory attention. That is changing.
As the FCA sharpens its focus on how Consumer Duty is being embedded across the MPS distribution chain, firms need more than a comparison of cost and performance to justify their approach. They need a clear, defensible due diligence process.
Our whitepaper sets out what’s driving that regulatory attention, what a robust due diligence framework looks like in practice, and how getting it right can strengthen both your firm's compliance position and its client proposition.
Darren Lowry, our Chief Commercial Officer, says: "MPS due diligence has moved from a box-ticking exercise to a genuine test of a firm's compliance framework. This whitepaper gives advice firms a practical way to evidence that their approach holds up, both for their clients and for the regulator."
The whitepaper launches with a free one-hour webinar on Wednesday 23rd September, 11:00–12:00, ideal for financial advisers, advice firm owners, paraplanners and other finance professionals.
The session will be led by Grant Callaghan, Financial Planning Specialist at Verve, and Mark Hopcroft, Head of Investment Solutions at Aberdeen Adviser. By joining, you’ll come away with:
True to our popular TALK format, the session is designed as an interactive discussion rather than a one-way presentation, with mics and cameras enabled so attendees can shape the conversation and put questions directly to the speakers.
Anyone who joins the webinar will get priority access to the whitepaper ahead of its wider release.
Book your place now! Here’s the link: weareverve.co.uk/events/talk-mps-regulation-and-opportunity-featuring-aberdeen.
Holly is head of marketing at Verve, with creative marketing expertise honed across a mix of industries and a passion for stand-out, not standard, when it comes to content.
.png)
.png)