professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Author profile

Will Roberts

Articles by Will Roberts

Your profession

Former JP Morgan and Zurich man joins Towergate

Towergate Financial has appointed Steve Petrie as a director working in its private client business.

clock 09 March 2010 •

RDR

Limiting charging to 'unbundled' will confuse - Cofunds

A platform pricing regime based solely on unbundled charges will be detrimental to consumers and remove choice, warns Cofunds.

clock 09 March 2010 •

Wrap/platforms

Strategic Asset Managers takes stake in Nucleus

Glasgow-based adviser Strategic Asset Managers has joined wrap provider Nucleus as the business prepares for the RDR.

clock 08 March 2010 •

Wrap/platforms

Acquisiton-hungry Moneygate selects Ascentric

North-east national IFA network Moneygate - recently linked to the purchase of the Alpha to Omega (A2O) network - has selected Ascentric to power its wrap proposition.

clock 08 March 2010 •

Wrap/platforms

Lack of integration holding back corporate platforms

The technology to develop employee benefits platforms is available today, but a lack of common standards makes integration one of the biggest hurdles facing their rollout, says The Platforum.

clock 05 March 2010 •

Wrap/platforms

Majority of with-profits investments 'unsuitable'

The majority of clients transfer out of with-profits funds following reviews, say advisers.

clock 05 March 2010 •

Investment

Europe to emerge 'stronger' from Greek crisis - managers

Fund managers expect Europe - a forgotten player in investment terms - to emerge a "stronger player" from the Greek debt debacle.

clock 03 March 2010 •

TMT

Clients can check portfolio on mobile with new tool

Investors can now check the performance of their portfolios anywhere in the world and at any time with the launch of a new service from MBA.

clock 03 March 2010 •

Economics / Markets

FSA chief: Bailout bill may hit £140bn - papers

The City regulator has warned the cost of bailing out the banking sector could be as much as £140bn - far higher than Treasury forecasts.

clock 03 March 2010 •

Emerging Markets

Emerging markets key to beating inflation - Fidelity

Investors should turn to commodities underpinned by the emerging economies to shelter from an inflation storm set to hit the UK, says the manager of the Fidelity Global Real Assets fund.

clock 02 March 2010 •
139140141
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad