Displaying items by tag: Wealthtime

Financial advisers need to take a closer look at the suitability of their investment approach for clients taking an income, according to platform Wealthtime.

Private equity firm Anacap-owned platforms Novia and Wealthtime are to be combined under the Wealthtime brand in the second half of this year.

Adviser platform Wealthtime says it may make it own acquisitions following the completion of its takeover by European private equity firm AnaCap Financial Partners.