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Insights, opinions and commentary on the business issues that matter to Financial Advisers
Guest Spot: The Consolidator View
7 June 2021Independent Wealth Planners give the consolidator perspective in NoviaIQ’s latest guest spot. Craig Rickman IWP highlights Financial adviser succession planning and tips for selling and buying IFA business practices.
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AnaCap completes Novia acquisition
14 May 2021Novia Financial (“Novia”) today announces the completion of its acquisition by AnaCap Financial Partners (“AnaCap”), a leading financial services specialist mid-market private equity investor, following the initial transaction subject to…
Read moreGuest Spot: The Restoration Economy
11 March 2021“While 2020 was one of the most challenging twelve months we may ever face – as investors and as human beings – it is wonderful to be ending the year…
Read moreHow will Brexit affect your business?
3 December 2020Brexit and your business – transition period end 31 December 2020 So here we have it: the transition period ends on 31 December 2020, but we still don’t know if…
Read moreBrexit Impact
10 November 2020Although the UK’s departure from the EU is set, political discussions are continuing to secure some form of deal. With the date getting closer amidst the pandemic, the uncertain outcome has lead the Government to warn businesses to be ready for either a ’new deal’, meaning a potential agreement on trade and future relations, or no deal.
Read morePath to Remote Engagement: Could this be the time for pulling out of the holding pattern?
5 November 2020COVID-19 has turned our lives upside down, changing everything from the way we socialise and work through to how we shop, with a common thread being the increased use of technology. In times of stress or change, having a real connection with the people you do business with – both clients and colleagues – is more important than ever.
Read moreHow wealth platforms support Adviser businesses
30 September 2020For Advisers, wealth platforms are strategically important to the way their businesses run; to be successful they have to meet three fundamental needs
Read moreTo tax or not to tax
22 September 2020The last six months have seen an unprecedented but much-needed increase to the levels of government spending in the UK, to rise to the challenges of Covid-19. The image of Rishi Sunak taking to the stand to announce monumental measures to try to support the economy, businesses and workers is almost as memorable as Boris addressing the nation to tell us we were locking down…
Read moreHelping your clients get a slice of the ETF cake
21 September 2020ETFs celebrate their 30th birthday in this year with the first successful ETF having been launched in Canada in March 1990. The global ETF market is growing fast, reaching $6.35 trillion at the end of December 2019 – a very significant rise from $4.3 trillion in 2017…
Read moreThree ways Novia can help you drive better long term client outcomes
2 September 2020With the unprecedented events of 2020 ongoing and the environment for acquiring new clients still challenging due to the COVID 19 restrictions, we’ve been working with some of our advisory…
Read moreA New Working Paradigm
16 April 2020We are living in very challenging times. That’s all relative of course as those on the frontline leading the fight against COVID-19 are really having it rough and in comparison,…
Read moreCoronavirus shock: market impact, outlook and strategy
18 March 2020Markets In the midst of surging fears of coronavirus, there have been extreme moves in the markets for several weeks: Volume: Trading volumes in all asset classes spiked when the…
Read moreCapital Gains Tax – the advantages of taking the allowance into consideration
24 February 2020Capital Gains Tax can sometimes feel like a punishment for good performance, but there are definite advantages to taking CGT allowance into consideration.
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