Platforms
SEI Wealth Platform adds £10bn assets in 2017
SEI Wealth Platform increased assets under administration by £9.3bn to £41.4bn ($57.6bn, €46.7bn) in 2017, its parent company has reported.
Best Practice | 2 Feb 18
Novia rolls out Mifid II compliance reporting tool
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 fund price herding: Nucleus CEO
Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.
Expats hit as funds suspended over missing Priips documents
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
Standard Life adds cashflow modelling tool for wrap advisers
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.