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Author profile

Will Roberts

Articles by Will Roberts

Economics / Markets

Greetham gears up for positive decade for stocks

A decade of poor returns will be replaced with 10 years of strong performance in the stock markets, Fidelity International says.

clock 12 January 2010 •

RDR

RDR transition takes five years - FP Advance

IFAs face a race against time to get in shape for the RDR, with some firms plagued by a mindset of resistance to change, according to transitional planning firm FP Advance.

clock 12 January 2010 •

Investment

7IM and FSL launch discretionary management tool

Financial Software Limited (FSL) and Seven Investment Management (7IM) have teamed up to launch a web-based discretionary portfolio management system.

clock 12 January 2010 •

Your profession

Chartwell-Financial changes name and gets chartered status

Chartwell-Financial Management has changed its name to LIFT-Financial in order to distinguish itself from a host of other financial services businesses with similar names.

clock 11 January 2010 •

Investment

Corporate bonds top FundsNetwork sales for 2009

The Corporate Bonds sector stormed to first place in the FundsNetwork sales chart for 2009 - but failed to make the top ten list of performers.

clock 11 January 2010 •

Asset Allocation

Former CSAM chief exec launches asset manager

An asset management company is set to launch offering low cost passive investment solutions to IFAs.

clock 09 January 2010 •

Your profession

Sinfonia appoints former Hartford man head of sales

Sinfonia Asset Management has appointed Tim Barker as head of sales.

clock 08 January 2010 •

Your profession

Advisers split in 'books in exams' debate

A suggestion financial advisers should be allowed to take resource material into examinations to better replicate their working conditions has sparked a frenzied debate among industry figures.

clock 08 January 2010 •

Economics / Markets

Afternoon markets: Dow plunges after China raises rates

US shares fell in early trading on the back of interest rate concerns following the Chinese Central Bank's decision to increase its inter-bank rate for the first time in four months.

clock 07 January 2010 •

Wrap/platforms

Transact posts strong profits ahead of float

Transact has posted bumper profits and increased its dividend ahead of the platform's planned flotation.

clock 07 January 2010 •
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