How can a Tailored MPS help your advice business?
Join Rob Gleeson, Chief Investment Officer, and Catherine Makin, Regional Manager, for a live webinar on Wednesday 6 December at 10:00 GMT as they discuss what Tailored MPS solutions look like and how can they help your business
At FE Investments, we know financial advice businesses face a whole host of challenges. From the evolving regulatory landscape, offering suitable investment solutions to support your client segmentations, to providing reporting specific to your clients’ needs and managing their expectations, there are many hurdles to overcome.
While some firms will find an off the shelf model portfolio service is ample to meet their challenges, we have found that many of our partners require something more bespoke to meet their unique needs. That’s why we’ve developed Tailored, our custom MPS for advisers, which enables you to shape our core investment capabilities around your business and client book.
But, as a newer option for advisers, what do these solutions look like and how can they help your business?
Join Rob Gleeson, Chief Investment Officer, and Catherine Makin, Regional Manager, for a live webinar on Wednesday 6 December at 10:00 GMT as they discuss this.
Up to one hour of CPD will be available for attendees.
Wednesday 6 December | 10:00 AM - 11:00 AM
Register now
Important information:
This is a marketing communication, intended for financial advisers only. Not for use by retail investors. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. The value of investments and the income from them may go down as well as up and you may not get back the amount originally invested.