MPS: fettered vs. unfettered or is there a third way?
17 April 2025
Typically, paraplanners seeking out an MPS strategy will encounter the fettered and the unfettered approaches. But there is a third way, says Peter Stewart, Associate Director, Intermediary Sales. When selecting a managed portfolio service (MPS), financial planners and paraplanners typically encounter two approaches: fettered and unfettered. Indeed, this distinction can serve as a selection...