professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Novia

Wrap/platforms

Advisers pan platform service levels

Platforms are falling short on service levels despite this being one of the main reasons advisers switch between providers, research suggests.

clock 07 July 2011 •

Regulation

Regulation: Why are so many firms failing on suitability?

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…

clock 30 June 2011 •

Wrap/platforms

Novia inks sponsorship deal with Bath Rugby Club

Novia has signed a two-year sponsorship deal with Bath Rugby Club.

clock 28 June 2011 •

Investment

Berry AM links with Novia for discretionary offering

Wealth manager Berry Asset Management (BAM) has linked up with Novia to offer a range of five risk-graded model portfolios.

clock 03 June 2011 •

Wrap/platforms

Transact holds pole position on platform table

Transact has held its top spot on The Platforum leaderboard for the first quarter.

clock 20 May 2011 •

Wrap/platforms

Novia beefs up sales team and expands into Northern Ireland

Novia has expanded its sales team with the appointment of two former Zurich employees as regional sales managers.

clock 13 May 2011 •

Your profession

This week's Movers & Shakers

It has been another busy week in financial services...

clock 15 April 2011 •

Wrap/platforms

Novia links with Plum software

Novia is linking with Plum software in a tie-up enabling clients to view a snapshot of their portfolios from adviser websites.

clock 14 April 2011 •

Wrap/platforms

Novia poaches Skandia staff for Aegon project

Novia has poached five staff from Skandia to work on its new project with Aegon.

clock 11 April 2011 •

Your profession

VIDEO: Novia's Vasilieff challenges fund supermarkets

Novia CEO Bill Vasilieff says fund supermarkets face a race against time to update their technology and get in shape for RDR.

clock 04 April 2011 •
101112
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=novia