Advisers are still getting to grips with the new obligations of MiFID II, the practical implementation of which is harder than many had envisaged. Here Adam Higgs considers existing adviser technology that could help
3 January 2018 saw the introduction of MiFID II as a revamped version of the Markets in Financial Instruments Directive. Four months in, advisers are still getting to grips with the new obligations placed on them by the updated rules and, while no-one can argue with the aim to provide greater protection and transparency for investors, the practical implementation is harder than many envisaged. Technology is clearly well placed to help advisers carry out their new duties but, with the need for greater levels of data, how are some of the biggest players tackling some of the key issues? ...
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