Platforms are falling short on service levels despite this being one of the main reasons advisers switch between providers, research suggests.
Bill Vasilieff, CEO of Novia, explains why the growth of Lifestyle planning tools may help bring down the surprisingly high number of firms failing to properly assess client suitability…
Novia has signed a two-year sponsorship deal with Bath Rugby Club.
Wealth manager Berry Asset Management (BAM) has linked up with Novia to offer a range of five risk-graded model portfolios.
Transact has held its top spot on The Platforum leaderboard for the first quarter.
Novia has expanded its sales team with the appointment of two former Zurich employees as regional sales managers.
Novia is linking with Plum software in a tie-up enabling clients to view a snapshot of their portfolios from adviser websites.
Novia has poached five staff from Skandia to work on its new project with Aegon.
Novia CEO Bill Vasilieff says fund supermarkets face a race against time to update their technology and get in shape for RDR.