Platforms

Best Practice | 2 Feb 18

To meet Mifid II’s so-called “10% depreciation rule”, Novia Financial is rolling out a solution for DFMs and advisers using its platform.

Best Practice | 26 Jan 18

Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.

Industry | 8 Jan 18

US expats will be among the worst affected after Hargreaves Lansdown suspended nearly 1,200 ETFs and investment trusts last week after they failed to produce a key information document (Kid) as required under the EU’s new Priips regulation.

Best Practice | 6 Dec 17

Advisers will be able to illustrate real time and future financial events to support the advice process pre- and post-retirement by using a new cashflow modelling tool on the Standard Life Wrap platform.

Best Practice | 20 Nov 17

There is a crisis brewing in the retirement income market where there is a lot of freedom but little choice, according to a study published Monday.