Platform partnership aims to free up time for advisers
Risk profiling and asset allocation firm now integrated with 22 providers
Novia
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International Sipps fill the void left by the Qrops crash
Demand for pension transfers remains high among expats despite UK taxman’s constant tinkering
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Aberdeen Standard alum named managing director of Novia Global
He previously worked at Credit Suisse AM, DWS Investments and HSBC Asset Management
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Novia Global rolls out international Sipp for UK expats
Drop off in Qrops and post-pension freedom legislation changes fuel demand
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Novia’s profits skyrocket in 2018
Assets under management were up 5% and new business increased by 3%
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Turning to platforms to tackle Mifid II
A lot of responsibility has fallen on advisers, but a lot of the work has been picked up by platforms
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The challenges hitting offshore markets
Nearly 80 life companies have disappeared since the late 1980s
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Novia Global teams up with FEIFA
‘Increasing desire by advisory firms to use technology in far greater and more extensive ways’
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PEOPLE MOVES: Aviva, Novia Global, Investec AM
Aviva chief executive in shock departure
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Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”
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Novia Global launches trustee investment governance service
Novia Global has partnered with a UK advice firm to launch a trustee investment governance service aimed at trust companies seeking professional advice on their investment policy statement and when reviewing arrangements with discretionary managers.
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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.