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

Investment

JM Finn inks discretionary deal with Bristol planner

JM Finn & Co has penned a deal with Brunel Capital Partners which will see it provide discretionary management services to the financial planning firm via a wrap platform.

clock 20 February 2012 •

Managed solutions

GAM raids Quilter to beef up DFM capability

GAM has poached two Quilter executives as the global investment manager looks to expand its discretionary fund management (DFM) capability and develop outsourcing solutions for UK IFAs.

clock 20 February 2012 •

Investment

Rowan Dartington launches risk-aligned model portfolios

Wealth firm Rowan Dartington has launched four model portfolios underpinned by a risk monitoring process which puts security risk centre-stage.

clock 17 February 2012 •

Regulation

FSA awarded £8k legal costs after winning permissions battle

The FSA has been awarded £8,665 in legal costs after successfully defending its position to cancel the permissions of Scottish accountancy firm James Perman & Company (JPC).

clock 17 February 2012 •

Economics / Markets

UK odds on to retain triple-A status, says bookie

It is far more likely the UK will retain its prized triple-A status than be downgraded, according to the bookies which seem unperturbed by the recent ratings agency threat.

clock 16 February 2012 •

With Profits

L&G holds with-profits bonuses

Legal & General's with-profits fund returned 1.7% in 2011 in a year which saw total bonuses of £459m added to with-profits policies.

clock 16 February 2012 •

Investment

Investment fund association merges with TISA

The Investment Funds Association has merged with the Tax Incentivised Savings Association (TISA) in a move aimed at boosting TISA's distributor influenced funds (DIFs) initiative.

clock 16 February 2012 •

Economics / Markets

Mervyn King: Economy faces 'substantial headwinds'

The eurozone crisis presents the biggest challenge to the UK economy which will likely follow a "zig zag" pattern of uncertain growth, said the governor of the Bank of England yesterday.

clock 16 February 2012 •

Economics / Markets

Greece accuses euro leaders of 'playing with fire' - papers

Greek finance minister Evangelos Venizelos accused European leaders of "playing with fire" by trying to oust the beleaguered country from the eurozone amid fears they want to delay releasing the €130bn (£108bn) bail-out until after Greek elections in...

clock 16 February 2012 •

Your profession

What about those who are left behind?

Sometimes the relationship between adviser and client does not work out – so how do platforms deal with ‘orphaned’ customers?

clock 16 February 2012 •
202122
  • 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