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Victoria McKeever

Victoria McKeever

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Articles by Victoria McKeever

Investment

IFA targets lost RDR clients with white-label non-advised robo service

FinchTech is managed and developed by TAM Asset Management

clock 17 January 2018 • 2 min read

Investment

Bordier teams up with Dynamic Planner on five risk-targeted portfolios

Risk profiles three to seven

clock 17 January 2018 • 1 min read

Your profession

Embark's Phil Smith calls for financial education levy

FSCS levy and regulatory costs ‘protects wrong area’

clock 16 January 2018 • 3 min read

Your profession

Succession adds £255m FUM with first four acquisitions of 2018

47 acquisitions in four years

clock 15 January 2018 • 2 min read

Retirement

Million clients could miss out on £236m of pension advice voucher savings

£500 salary sacrifice benefit available since November

clock 15 January 2018 • 1 min read

Your profession

Why Phil Bray thinks you should go and google yourself

Using Google My Business

clock 12 January 2018 • 2 min read

Retirement

Retirement incomes for 2018 hit record high of £19,900 - Prudential

10% up on last year

clock 12 January 2018 • 2 min read

Your profession

Paradigm Norton's Martin Ruskin named chairman of CISI IFP Forum

Ian Howe steps down

clock 11 January 2018 • 1 min read

Investment

Reverse compounding 'toxic' to passive returns under advice - BMO

The effect of reverse compounding is "pretty toxic" to passive investing returns once the fees of the full value chain of advice are taken into account, BMO GAM multi-manager co-head Rob Burdett has said.

clock 11 January 2018 • 3 min read

Investment

Advisers buy record level of investment companies in 2017

£745m in first nine months

clock 10 January 2018 • 2 min read