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Author profile

Will Roberts

Articles by Will Roberts

Your profession

Offshore earning levy prompts non-dom exodus

The number of non doms has fallen by almost 16,000 following a levy imposed on offshore earnings - the first decline in half a decade.

clock 13 January 2011 •

Wrap/platforms

Nucleus not eyeing B2C space - Ferguson

Nucleus CEO David Ferguson has played down suggestions the launch of a new SIPP with Fair Investment marks an assault on the B2C market.

clock 12 January 2011 •

Wrap/platforms

Skandia platform drives sales to record high

Skandia UK's gross sales broke the £6bn mark during 2010 as its platform helped drive its overall share of the market to a record high.

clock 12 January 2011 •

Wrap/platforms

Nucleus signs up Serenity

Serenity Financial planning has become the latest firm to sign up to Nucleus as the IFA-owned wrap looks to substantially grow its number of member firms this year.

clock 10 January 2011 •

Regulation

Blog: Why all firms must heed FSA investment tool warning

Technology consultancy AT8 assesses what last week's FSA warning on investment selection means for you.

clock 10 January 2011 •

Wrap/platforms

Cofunds expands platforms consultancy team

Cofunds is doubling the size of its platform consultancy team from eight to 15 people.

clock 10 January 2011 •

Your profession

Financial services job rate plunges

Numbers employed in the financial services sector fell at the fastest pace for 17 years in the three months to December, according to the latest CBI/PwC survey.

clock 10 January 2011 •

Your profession

Syndicate sells Guernsey multi-manager subsidiary

Ashcourt Rowan parent Syndicate Asset Management(SAM) has sold its Guernsey-based investment management company to Hume Capital for approximately £1.8m.

clock 10 January 2011 •

Regulation

Lowes backs FSA crackdown on investment tools

Risk-profiling tools are imperfect models which threaten to turn the art of investing into an imprecise science and should only be used as a guideline, says Ian Lowes.

clock 07 January 2011 •

Regulation

FSA gets tough on investment tools

The FSA says adviser firms' over reliance on risk profiling and asset allocation tools could lead to serious customer detriment and warns it will take tough action on companies failing in this area.

clock 07 January 2011 •
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