Articles by Tom Ellis
Former Skandia CEO Peter Mann chairs new IFA consolidator Radiant Financial Group
20 advisers and £800m AUM
Curtis Banks completes £25m acquisition of Talbot and Muir
'Clear vision for the group'
SL Aberdeen's advice arm 1825 unveils new leadership team
Standard Life Aberdeen's financial advice business 1825 has made changes to its leadership team that will see joint-leaders take charge of its financial planning and advice teams.
Equity release rebounds in Q3 after lockdown slump
The amount of equity withdrawn from homes has rebounded after a slump during the coronavirus lockdown but remains slightly down year-on-year.
Jackie Lockie to leave role as head of financial planning at CISI
Replacement yet to be found
NextGen Planners sign up Chris Rushworth as cricket ambassador
Taken more than 500 first class wickets
Nucleus offers advisers option to set ad hoc fees on platform
One-time process
Schroders UK Platform Awards 2020 to go virtual
On 15 December
PIMFA survey highlights soaring FSCS fees and adviser distrust in scheme
Levies up more than 100% in five years
Quilter's OMW platform delays second migration to November 26
2,000 advice firms to shift platform
LV= in exclusive talks with private equity firm Bain Capital over sale
Reportedly valued at £500m+
Pull the other one, Mr Regulator, a risk-based FSCS levy is too good to be true
Advisers need to respond to FCA
Financial advice improves emotional wellbeing - Royal London research
Professional financial advice delivers much more than financial benefits, according to Royal London, which has released research suggesting those who take advice feel more confident and financially resilient.
SimplyBiz partners with specialist to support acquisition service
'Received interest from 100 firms'
Schroders UK Platform Awards postponed
'Until absolutely safe'
IHT receipts fall for first time in 10 years
Residence Nil Rate Band
Perception of advisers needs to change to close advice gap - OpenMoney report
'Expensive' and 'untrustworthy'
FCA sets out fresh best practice guidance for vulnerable customers
‘Ensure vulnerability is taken seriously’
Majority of advisers would continue a form of remote advice in 'new normal'
Almost 90% of advisers would continue to provide some form of remote advice as an option to clients as the country progresses out of lockdown, according to a survey of Quilter’s advice business.
Advised women more likely to increase sustainable holdings - Boring Money
Clients of female financial advisers are more likely to want to increase their holding in sustainable funds over the next six months, Boring Money’s research has suggested.
SJP sees £4.5bn net inflows in first half of 2020 as FUM begins recovery
Paid £27.8m in FSCS levy
New-look Financial Services Register up and running
After a weekend down for maintenance and upgraded Financial Services Register is up and running for consumers.
Adviser CIPs ripe for disruption - the lang cat
From 2.28% to 1.55%?
Initiative for Financial Wellbeing partners with Aegon
‘Not just a sponsor’
Unbiased changes subscriptions to four-tier service
Existing customers can stay put
Take a selfie: Novia launches biometric verification for client documents
Biometric verification
White label adviser platform provider Fundment secures £3.4m funding
‘Onboarding two firms a week’
Beaufort Financial appoints new head of advice
Niall Humphreys retires after 35 years in industry
FCA unveils 'flexible' Gabriel replacement RegData
Firms to be moved in stages
Square Mile and FE fundinfo launch food label-style Fund Dashboard for advisers
Investment consulting and research firm Square Mile has teamed up with FE fundinfo to produce “easy to interpret” fund dashboards for financial advisers.
Fairstone adds sixth firm to acquisition programme in 2020
Adds five advisers
Advisers can defer CPD this year in 'exceptional circumstances' - FCA
Defer to 2021/2022
Firm that advised clients on unlisted shares among 12 declared in default by FSCS
London-based Saxon Capital, which advised clients to invest in unlisted shares of company Oxford Renewable Fuel, has been declared in default by the Financial Services Compensation Scheme (FSCS) among 11 others in April.
Advised platform market AUA down 12% in Q1 shows adviser resilience - the lang cat
'Due to three factors'
Four financial advice firms and a DFM fall into FSCS in March
One 'Ponzi scheme'
SJP withholds third of dividend as coronavirus crisis hits AUM by 13%
AUM drops by £15bn
Fairstone adds two advice firms to its acquisition programme
Adds 1,000 clients
Be-IQ launches 'first' end-to-end behavioural insight service
Behavioural personas
Parmenion tops the lang cat's quarterly platform ratings
Praemium second
Tributes paid to SIPP and SSAS pioneer Geoffrey Pointon who died after contracting coronavirus
'Larger than life figure'