With Financial Advisers in mind, for better client outcomes

Guest Spot: PROD & Productivity: some food for advisers’ thoughts

18 February 2020

Copia Capital kicked off 2020 with a series of seminars, meeting with advisers around the country as we endeavoured to explain, understand and interrogate the requirements under the Financial Conduct…

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Latest Resources

Adviser Zone – Enhancement Guide

Adviser Zone – Enhancement Guide

What will Adviser Zone offer? Based on feedback from users, we’ve focused our...

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SIPPs and Inheritability Resource Adviser Guide

SIPPs and Inheritability Resource Adviser Guide

Providing for dependents after death. One of the largest concerns in retirement, after...

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Guaranteed Income – A new asset class for platforms

Guaranteed Income – A new asset class for platforms

Bringing Guaranteed Income On-Platform. Novia now offers a product that makes it easier...

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Contingent Charging – Would a ban be the thin end of the wedge?

17 February 2020

As the ban on contingent charging for Defined Benefit transfers goes through the motions of consultancy with the FCA, it looks extremely likely that the ban will end up being…

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Guest Spot: Designing Robust Portfolios

31 January 2020

In this Guest Spot, Henry Cobbe, Head of Copia Capital Management, discusses the key determinants of portfolio outcomes.

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Platform consolidation – is it over?

29 January 2020

Ever since platforms started operating in the adviser space in the UK around 2000, the big institutions have taken the stance that ‘you need deep pockets to play in this…

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News

Novia Financial today announces two new hires

1 October 2019

Novia Financial today announces two new hires. Dave Howard joins the business in the newly created role of Chief Technical Officer (CTO).* Sitting on the Executive he will report into…

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Insights

Guest Spot: PROD & Productivity: some food for advisers’ thoughts

18 February 2020

Copia Capital kicked off 2020 with a series of seminars, meeting with advisers around the country as we endeavoured to explain, understand and interrogate the requirements under the Financial Conduct…

Read more >

In the Media

Novia boss: Lack of profit will hurt platforms in 2020

31 December 2019

Novia co-founder Bill Vasilieff has warned the lack of profitability among adviser platforms will start to hurt in 2020.

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Videos

Environmental, Social and Governance (ESG)

28 November 2019

Helen Austin looks at the growing demand for ESG investing and how DFMs can help.