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Author profile

Will Roberts

Articles by Will Roberts

Wrap/platforms

Aegon hires ex-Axa Wealth man to drive platform sales

Aegon has appointed Martin Coyle, previously business development director at Axa Wealth, as head of platform sales as the insurer gears up to launch its workplace proposition in the first half of the year.

clock 29 January 2012 •

Wrap/platforms

Advisers 'too busy' to choose a platform - research

Nearly half of advisers have still not signed up to a platform - because they are "too busy" running their businesses and preparing for RDR, research suggests.

clock 26 January 2012 •

Wrap/platforms

Platforms: FSA to launch another consultation on rebates

The FSA will release a platform consultation paper within the next couple of months setting out draft rules on rebates and regulations for execution-only platforms, after Deloitte completed its research into the sector.

clock 25 January 2012 •

Wrap/platforms

Novia boosts discretionary offering

Thurleigh Investment Managers has launched a set of risk-managed model portfolios on platform Novia.

clock 25 January 2012 •

Regulation

Fake father and son advisers handed suspended sentence

A father and son who masqueraded as financial advisers have been given a suspended jail sentence after conning £15,000 out of a couple and using the money for their own purposes.

clock 24 January 2012 •

Wrap/platforms

CAM launches discretionary portfolios on Skandia

City Asset Management (CAM) has launched its unitised discretionary portfolio offering on the Skandia platform.

clock 24 January 2012 •

Investment

FSA ban on death bonds 'would be overkill'

A blanket ban on traded life policy (TLP) investments would amount to "overkill" and could hamper the UK's ability to compete in global markets, according to SL Investment Management (SL).

clock 23 January 2012 •

Investment

Quilter set to be snapped up by private equity firm-reports

Wealth management firm Quilter, owned by Wall Street bank Morgan Stanley, is in discussions about a possible sale to a private equity firm.

clock 23 January 2012 •

RDR

AIC draws up seven-step RDR action plan

The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).

clock 23 January 2012 •

Investment

Sanlam adds £46m assets with dual acquisition

Sanlam Private Wealth (SPW) has purchased the client banks of two businesses as it ramps up its acquisition plans ahead of implementation of the retail distribution review (RDR).

clock 23 January 2012 •
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