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Advisers need to consider different approaches to retirement income in light of FCA review, say Copia and Wealthtime

For Professional Advisers only Following the FCA’s report on its thematic review of retirement income advice, Robert Vaudry, Head of Commercial at Wealthtime, comments: “The FCA’s report highlights some poor practices in terms of the approach many advice firms are taking to retirement income. In several areas, firms are failing to take account of the […]

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Wealthtime launches online Notification Centre for real-time application updates

Wealthtime, the adviser-focused platform business, has launched an online Notification Centre where advisers can get real-time updates for trading and admin requests on their clients’ accounts. Following the completion of the rebrand from Novia Financial last year, Wealthtime has launched its Notification Centre; a one-stop shop for advisers to see the status of any client […]

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Novia becomes Wealthtime in final stage of group rebrand 

Anacap-owned platforms Novia and Wealthtime are now unified under the single group brand Wealthtime. The final stage of the group-wide exercise sees Novia rebranded to Wealthtime. The former Wealthtime platform underwent its rebrand to Wealthtime Classic in July this year in order to give that change time to bed in before the Novia rebrand. Users […]

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