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Author profile

Will Roberts

Articles by Will Roberts

Your profession

Buckles completes 15th IFA acquisition

Buckles, Wales' largest IFA, has purchased Wigan-based Mortgages Pensions & Investments, as its expansion strategy built on acquiring the businesses of retiring IFAs gathers momentum.

clock 02 March 2010 •

Your profession

IFAs can snoop on local rivals with new website

An IFA comparison website giving advisers detailed data on other firms in their area - including client profiles and charging structures - has launched.

clock 02 March 2010 •

Wrap/platforms

Novia launches risk-rated portfolios

Novia has linked up with wealth manager London & Capital to offer 10 actively-managed portfolios.

clock 02 March 2010 •

uncategorised

Cofunds rolls out Pension Account wrapper

Cofunds has launched its personal pension plan after completing its testing stage.

clock 02 March 2010 •

Your profession

SWIP appoints group partnerships head

Scottish Widows Investment Partnership (SWIP) has appointed Francis Ghiloni as head of group partnerships.

clock 01 March 2010 •

Your profession

MetLife launches online exam training

MetLife is launching free online revision sessions for advisers taking exams on pension income.

clock 01 March 2010 •

Wrap/platforms

Transact cuts annual and switch charges

Transact has cut its annual and switch charges and applied a new single rate for users.

clock 01 March 2010 •

Technology

B2B portal transactions soar in run-up to RDR

Portals are seeing strong growth in transactions as they realign their roles to support distributors' ecommerce programmes in the run up to the RDR, says AT8 Group.

clock 26 February 2010 •

Your profession

Adviser apathy could scupper Keydata FSCS challenge

Regulatory Legal says adviser inertia threatens to derail its campaign to mount a judicial review into the FSCS's decision to increase levies to meet the £70m costs of failed Keydata.

clock 26 February 2010 •

Economics / Markets

Greece gets brief financial respite

Greece has said it exceeded budget revenue targets last month - earning the country some respite amid the ongoing fallout from its spiralling debt crisis.

clock 26 February 2010 •
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