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Author profile

Will Roberts

Articles by Will Roberts

Wrap/platforms

Tenet launches tech platform to get IFAs RDR-ready

Adviser support group Tenet has launched a technology platform aimed at helping adviser firms transition to the retail distribution review (RDR).

clock 04 August 2011 •

Investment

FSA to issue legacy guidance

The FSA has said it will issue further guidance on legacy assets to clarify its existing rules.

clock 02 August 2011 •

Wrap/platforms

Rebate delay will create 'RDR 2': Fidelity

Fidelity's Ed Dymott has slammed the FSA's "shambolic" handling of platform regulation and said the delay in platform charging rules until after 2013 will create an "RDR 2".

clock 02 August 2011 •

Wrap/platforms

Blog: FSA must clarify platform regs or undermine RDR

When the FSA's eagerly anticipated and much delayed platform policy paper finally dropped into our inboxes it provided yet another twist to the ongoing rebate debate.

clock 02 August 2011 •

Wrap/platforms

Why the FSA wants to ban cash rebates

The FSA said today it will stick to its guns and ban cash rebates, despite widespread industry opposition.

clock 01 August 2011 •

Wrap/platforms

Why the FSA wants to ban fund manager rebates

The FSA today said it wants to proceed with its plan, originally mooted in March 2010, to ban payments from fund managers to platforms.

clock 01 August 2011 •

Investment

Skandia to help IFAs provide DFM service

Skandia Investment Group (SIG) has launched a new service enabling advisers to provide a discretionary management style service.

clock 29 July 2011 •

Wrap/platforms

FSA platform paper delayed to Monday

The platform policy paper will be published on Monday, the FSA said today.

clock 29 July 2011 •

Investment

France warned it could lose credit rating - papers

As the US continues to teeter on the brink of default, France has been dragged into the global financial crisis and Germany warns the Greek bailout was a one-off…we bring you all the top stories from the nationals.

clock 28 July 2011 •

Investment

St. James's Place profits dented by RDR

St. James's Place failed to make a profit from its distribution arm in the first half of 2011, citing the impact of the Retail Distribution Review (RDR), although group operating profit was up 13%.

clock 28 July 2011 •
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