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Performance will always be a key factor in assessing a DFM, but we hear from the planners we work with that service visibility, accessibility and the day-to-day interaction count for almost as much. In the third wave of our research with the lang cat, CIPs in 2026: Tuning the Engine for Growth, we asked firms what would make them review or switch provider. Persistent underperformance came first (85%), with poor service or reporting a close second (71%). With almost two-thirds (63%) of firms now mostly outsourcing to MPS, the quality of the relationship has a direct bearing on the service they can give their own clients.
Consumer Duty has played a part in the move to outsourcing. In February 2025, the FCA said it would examine how MPS providers are applying the Duty. The spotlight is on providers for now, but we believe this is a good opportunity for planners to review their approach and the providers they partner with…
For a change, a US election followed the trajectory of the polls when the Democrats swept back control of Congress and the Senate. The initial market response on Wednesday was positive when it became clear that Trump wouldn’t contest the results. But on Thursday we saw the biggest one-day tech sell off since “Liberation Day” after investors remembered that AI was also under proper democratic scrutiny for the first time.
Of the 47 data centre moratoriums or restrictions that were on the ballet, 46 were approved. The only exception came from voters in the small town of Harwood, North Dakota (pop. 940). Voters in California, Ohio and Illinois, (states ranked fourth, fifth and sixth for total number of data centres in the US) voted resoundingly against plans to build more, in some districts by as much as 80%.
Aside from the practical implications of limiting data centre buildouts, prospects for AI and big tech were dealt a blow by the sheer number of young and progressive victorious Democratic candidates…
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The final polls suggest Democrats will have enough to comfortably flip control of Congress following Tuesday’s US midterm elections. They also have a narrow lead in many key Senate races. Trump has simply bypassed most checks and balances through executive orders over the last two years, but losing both houses will open a wave of subpoenas and investigative committees, potentially drowning Trump’s next two years in office in litigation and impeachment trials. It may also have repercussions for the AI boom by making it possible for Democrats to pass bills which limit data centre buildouts and impose new regulations on the frontier labs…
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This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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