Tom Ellis
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OMW platform finally rebrands to Quilter
Re-platforming project complete
'It is a race to the bottom' - reaction to LGIM's 0.06% MPS launch
'Will impact the market'
Tom Ellis: Is human 'hybrid' advice set to succeed where the 'robos' failed?
Robos are losing money
Fairstone completes acquisition of Sterling Asset Management
Four advisers join consolidator
M&G Wealth appoints firm to create hybrid advice service
M&G Wealth has appointed Ignition Advice to build a hybrid advice service that will be ready to deploy by the end of 2021.
The Openwork Partnership launches TV advert on value of advice
The value of financial advice
Automatic red flags to give trustees greater power to halt pension transfers
Four-week consultation
Private equity firm AnaCap completes Novia acquisition
CEO Vasilieff exiting
Platform veteran Nigel Reynolds joins Mattioli Woods
Newly-created role
Lloyds 'close to finalising' £400m Embark Group takeover
SkyNews reports
Fidelius Group adds 28 staff from deVere UK in latest deal
Adds £280m AUM
How to influence advisers: LinkedIn tells asset managers how to build relationships
‘Help advisers get new clients’
Equniti, James Hay and Curtis Banks top pension complaints in 2020 H2
Aviva most complaints in total
IWP's Welsh hub Maven Wealth Management hires head of financial planning
IWP acquired 22 firms in two years
Vanguard launches restricted financial planning arm
0.79% all-in cost
M&G Wealth hires recruitment and acquisition director
Looking to triple size of advice business
Fidelius Group acquires Bath-based IFA
Adds £105m AUM
South West financial planning firm snaps up Yeovil accountants
South West financial planning and accountancy firm Old Mill has bought Yeovil-based accountancy company Rendalls for an undisclosed fee.
Tax Day is a dud! Govt ignores reforms to pensions and CGT
No change to pension tax relief
AJ Bell acquires platform phone app developer Adalpha
Developing app for advisers
Revealed: All the winners at the PA Awards 2021
Rewatch the ceremony
Spring Budget 2021: Live blog for financial advisers
Instant updates
Connaught fund operator censured by FCA and enters liquidation
Inadequate due diligence
Chancellor Sunak 'likely' to freeze lifetime allowance - reports
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Ascot Lloyd grows war chest to £100m after deal with US investment group
Made 12 acquisitions in 2020
Phoenix buys Standard Life brand
Developments on 2018 deal
Voting is now closed for the PA Personality of the Year 2021
Shortlist of seven
AFH sets date for shareholder vote on £225m private equity deal
General meeting on 1 March
Private equity-owned James Hay buys rival Nucleus for £145m
Nucleus will eventually re-platform
CII adds diversity requirement to Aspire apprenticeship scheme
Firms who want to sign up to the Chartered Insurance Institute's Aspire apprenticeship programme will now have to meet a diversity and inclusion requirement.
2020 platform sales saved by fourth quarter rally
Platform market assets under administration grew by 7.6% in the last quarter of 2020 to turn it into a relatively successful year for the sector, according to the latest data from Fundscape.
12 reforms to fix the advice market: PIMFA calls on govt and regulator for changes
Wants regulators, govt, industry to work together
Schroders Personal Wealth regional boss joins Perspective network
Spent 30 years at Lloyds
Vintage Wealth Management acquires Beaufort firm Corfe WM
Surrey-based firm
Transatlantic consolidator launches adviser training scheme
Two-year programme
Watch: Interview with PIMFA's Simon Harrington on regulatory fees and lobbying for change
Fundamental changes needed
Transact has no intention of making another offer to buy Nucleus
Made an offer last year
LV= panel initially rejected Bain Capital deal in favour of Royal London bid
Execs sought further reassurances
Quilter CEO Feeney to chair FCA Practitioner Panel
From 1 January
Fairstone adds eight advisers in latest deal
South West-based firm