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Author profile

Will Roberts

Articles by Will Roberts

Your profession

Advisers must become life planners - Bluefin

Advisers must shift their focus to life planning in the face of the challenging economic conditions, says the chief executive of Bluefin Advisory Services.

clock 12 March 2010 •

Economics / Markets

Investec replaces Cowdery's Resolution in FTSE 100

South African banking group Investec will join the ranks of the largest companies in the London market when it replaces Resolution in the FTSE 100.

clock 11 March 2010 •

Protection

LV= promotes Rowney to life and pensions MD

LV= has promoted Richard Rowney to managing director, life and pensions, replacing the outgoing Rodney Cook.

clock 11 March 2010 •

Your profession

Law firm set for Keydata challenge after raising £30k

Law firm Regulatory Legal says it has now raised enough funds to mount a judicial review into the FSCS's decision to impose a £70m additional levy on the investment intermediary subclass, following the collapse last year of Keydata and two stockbrokers....

clock 11 March 2010 •

TMT

Macquarie unveils CGT tool

Macquarie has launched a capital gains and losses calculation tool for financial planners.

clock 10 March 2010 •

TMT

Distribution Technology unveils risk profiling app for iPhone

Distribution Technology (DT) has launched a version of its risk profiling tool for the iPhone.

clock 10 March 2010 •

Protection

Resolution slides off FTSE 100

Clive Cowdery's Resolution slipped off the FTSE 100 last night and now ranks as the 123rd largest company on the London market.

clock 10 March 2010 •

Economics / Markets

Pre-election Budget set for 24 March

Gordon Brown has confirmed 24 March as the day for the 2010 Budget ahead of a May General Election.

clock 10 March 2010 •

Your profession

IFAs have become 'low hanging fruit' - Applewood

Independent advisers are being blamed for the failings of fund managers and have become scapegoats for the industry's problems, Applewood Wealth Management's Karl Hartey says.

clock 09 March 2010 •

Wrap/platforms

Evercore Pan-Asset funds of ETFs on Ascentric

Evercore Pan-Asset has launched two OEIC funds on Ascentric which will invest in exchange traded funds (ETFs).

clock 09 March 2010 •
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