It was quite a remarkable week in the world of Model Portfolio Services – with not one but three launches.
Fidelity announced its launch first with three ranges due to go live soon covered by Portfolio Adviser. Vanguard came next with a blended active-passive MPS with long-time collaborator Wellington to add to services already available.
Finally Julius Baer International launched its service MPS for UK IFAs.
In this Octo Members’ assessment Next Wealth’s Heather Hopkins notes that MPS is now the most frequent recommendation for advisers explaining the interest.
AI governance to become key regulatory battleground, a report from consultancy Smarsh warns.
This is an interesting sentence – “Smarsh said governance frameworks will need to extend across increasingly complex AI ecosystems, including automated workflows and third-party integrations, while regulators are expected to focus more on whether controls work in practice rather than whether policies exist on paper.”
The Protection Distributors Group has launched a new Protection Insights Report 2026, reported by Cover with a big focus on underwriting where advisers see delays as the biggest barrier to them writing more protection.
Covering the same report, Health & Protection focused on advisers’ bullish view on income protection.
There is a lot of protection news this week this is H&P again - the UK population living with cancer could hit 5.4 million by 2045 says a new Scottish Widows and charity Macmillen.
Quite a challenge from Greg Moss of Eleven:2 Financial Planning, in Citywire New Model Adviser who asks Do advisers really care about engaging women and younger investors?
