Advisory vs Discretionary Portfolios: Hidden Risks & Benefits

Model portfolios have been a staple of financial planning for many years.

However, Consumer Duty is starting to change the game. It’s raised expectations, tightened oversight and increased the cost of providing financial advice.

For firms still running advisory model portfolios, we’re hearing it’s creating real pressure.

More admin. More risk. Less time to add real value to clients.

So, what’s the alternative?

How do you reduce the operational burden, protect your proposition and still run an investment process that “feels like you”?

On 25^th September (11am-12pm), Melo and 8AM Global are hosting a live webinar for financial planning firm owners and leaders.

We’ll explore:

• How Consumer Duty is impacting advisory model portfolios
• Where insourcing, outsourcing and co-manufacturing fit into the FCA’s expectations
• Practical ways to cut costs and free up capacity, without losing control
• How to reposition changes with clients without losing trust or perceived value

You’ll also have the chance to put your questions to our panel of experts:

• Paul Hogg – Head of Distribution, 8AM Global
• Ash Weston – Head of MPS, 8AM Global
• Ben Wright – Chief Innovation Officer, Melo

This session also counts for 60 minutes of structured CPD.

If your investment process is starting to feel like a distraction, or a growing compliance headache, this webinar will help you understand the alternatives.

📅 Date: Thursday 25^th September
⏰ Time: 11am-12pm
📍 Where: Zoom

Register Now