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Author profile

Will Roberts

Articles by Will Roberts

Wrap/platforms

Most advisers using more than one platform - Defaqto

Most IFAs are using multiple platforms - but only a small minority think using just one provider jeopardises their independence, suggests recent research.

clock 07 September 2010 •

Wrap/platforms

Top tips on platforms due diligence

AIFA has launched a platforms decision-making guide as advisers' due diligence methods come under increased regulatory scrutiny. Here are the key messages...

clock 07 September 2010 •

Your profession

Fresh call for Pru chairman McGrath to quit

A group of institutional shareholders is threatening to issue a joint letter demanding the resignation of Harvey McGrath as chairman of Prudential.

clock 06 September 2010 •

Economics / Markets

Banks to present living wills to FSA - papers

Britain's largest banks will present their "living wills" to the FSA next month, ahead of the G20 summit of leading industrialised nations in South Korea.

clock 06 September 2010 •

Your profession

New call for Govt to honour Eq Life compensation pledge

Equitable Life has called on the Government to honour the Ombudsman's recommendation to make fair payments to policyholders.

clock 06 September 2010 •

Wrap/platforms

UK platforms are the global leaders, says AIFA

The UK leads the world in wraps and platforms, although the market still has a way to go before it is "truly established", outgoing AIFA director general Chris Cummings says.

clock 03 September 2010 •

Economics / Markets

ECB ups growth forecast to 1.6% and holds rates

Economic growth in the eurozone will finish higher than forecast in 2010, the European Central Bank (ECB) has said.

clock 03 September 2010 •

Economics / Markets

Bernanke expects more big bank break-ups - papers

America's wave of new financial regulation is likely to prompt the country's biggest financial institutions to break themselves up, according to the chairman of the Federal Reserve.

clock 03 September 2010 •

Wrap/platforms

FSA repeats call for firms to improve platforms due diligence

The FSA today said adviser firms' approach to platform systems and controls continues to be a " particular area of concern" as AIFA launched a platforms due diligence guide for members.

clock 02 September 2010 •

Your profession

Twist in Towry transfer saga as Transact hits out

The ongoing Towry transfer debacle is no closer to resolution because the wealth adviser is not completing its part of the re-registration process, platform Transact says.

clock 02 September 2010 •
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