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...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019