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Author profile

Will Roberts

Articles by Will Roberts

Investment

Tracker sales hit record high - IMA

Tracker fund sales have hit their highest ever levels as the passive investing trend continues to gather momentum, according to Investment Management Association (IMA) figures.

clock 09 May 2012 •

Tax Planning

DFMs not exempt from VAT, says European Court

The European Court of Justice (ECJ) has said discretionary portfolio management should not be exempt from VAT.

clock 08 May 2012 •

Regulation

Insider dealer forced to pay back profits of £570,000

A man convicted of insider dealing has been ordered to pay more than half a million pounds in a confiscation order.

clock 08 May 2012 •

Wrap/platforms

Platform market back on track after Q4 'blip'

The platform market recovered momentum in Q1 with assets under administration (AUM) growing nearly 10% on the back of rising stock markets, research has found.

clock 08 May 2012 •

Commodities

Head to head: Advisers debate 'valueless' gold?

VALUELESS?

clock 03 May 2012 •

RDR

Advisers reluctant to let clients self-serve - research

The majority of advisers will not offer a self-directed service to clients after the Retail Distribution Review (RDR), recent findings suggest.

clock 27 April 2012 •

Managed solutions

Does multi-asset do exactly what it says on the tin?

The diversification characteristics of multi-asset funds have come under fire lately. Will Roberts finds out if the criticism is justified.

clock 26 April 2012 •

Investment

Dennehy Weller launches non-advised platform

Adviser firm Dennehy Weller & Co has launched a research-based fund platform for self-investors.

clock 26 April 2012 •

Investment

Elevate to offer Brooks Macdonald portfolios

Axa Wealth has linked with discretionary manager Brooks Macdonald Asset Management (BMAM) to offer advisers risk-profiled portfolios.

clock 26 April 2012 •

Wrap/platforms

IFDS snaps up GBST head of UK business

GBST head of UK business Ian Wilkinson is joining technology provider International Financial Data Services (IFDS).

clock 26 April 2012 •
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