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Author profile

Will Roberts

Articles by Will Roberts

Wrap/platforms

Skandia reveals unbundling plans

Skandia has unveiled details of its unbundled pricing model which is set for launch in the second half of next year.

clock 16 September 2011 •

Wrap/platforms

Shock results of platform study flag need to screen individual clients

The extent to which advisers will have to assess individual client suitability for platforms - and whether an off-platform solution may be preferable - has been underlined by the shock findings of a new study.

clock 16 September 2011 •

Investment

Elton John charity sues adviser over unpaid £700k

Pop supremo Sir Elton John is suing the owner of an advisory firm for failing to honour a £700,000 charity auction bid.

clock 15 September 2011 •

Economics / Markets

Markets recover as leaders seek eurozone solution

The FTSE has opened trading in positive territory amid signs European policy makers are moving to stem the eurozone debt crisis.

clock 15 September 2011 •

uncategorised

Thousands of L&G pension savers face charge hike

More than 100,000 Legal & General pension savers will see the annual charge on their retirement plans rise from next year unless they move their pension.

clock 15 September 2011 •

Wrap/platforms

Cofunds challenges wraps with new unbundled model

Platform giant Cofunds has denied it is instigating a pricing war with the wraps as it rolled-out an unbundled charging model.

clock 14 September 2011 •

Wrap/platforms

FundsNetwork hosts platform workshops for advisers

Fidelity FundsNetwork is launching a series of nationwide platform training workshops for advisers next month.

clock 13 September 2011 •

Wrap/platforms

Skandia IM shifts overweight on equities

Skandia Investment Group (SIG) has upgraded its equity exposure from neutral to overweight in anticipation of continued strong corporate profits.

clock 12 September 2011 •

Wrap/platforms

The Platforum hires former Yahoo man in digital push

The Platforum has beefed up its team with three new hires as it gears up for growth in the digital and corporate markets.

clock 12 September 2011 •

Wrap/platforms

Axa Wealth to launch execution-only platform next year

Axa Wealth is developing an execution-only platform in a bid to help IFAs service 'orphan' clients.

clock 09 September 2011 •
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