Wealth management tech services provider FinoComp has launched a new tool to overcome difficulties associated with MiFID II's costs and charges requirements.
MiFID II requires firms to provide clients with an estimation of costs in the form of an 'Ex-Ante' disclosure, as well as an annual statement for the costs and charges over client's portfolio in the form...
‘Gareth Southgate Wealth Management’
Questions raised over govt role in dashboard
PA Awards deadline is 28 September