Tom Ellis
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Articles by Tom Ellis
Tom Ellis: How Embark Group became the new big platform on the block
Mix it with the big boys
Advice firm consolidator Succession Wealth opens HQ in Birmingham
Firm's central hub
Tom Ellis: Aubameyang or Kane, which behavioural baises will win out?
Do I escape the status quo effect?
Pareto Financial Planning upgrades to new headquarters
Moved into Tower 12
Website accused of plagiarising IFA literature and investment firm accounts
Uses AIM company's stock ticker
CISI launches dedicated financial services mental health portal
Contains urgent advice page
FSCS 'making plans' to help clients of DFM that looks after £1bn assets
'No need to make a claim at this stage'
The lang cat and four IFAs 'bust' eight adviser investment companies myths
'Lingering misconceptions'
Advice firm CEO: Why my DFM relationship works
'Arm's length at a reasonable cost'
Ascot Lloyd to complete eight acquisitions before 2020
To add £1.2bn FUM
Dame Helena Morrissey leaves LGIM
Set up The 30% Club
More boys than girls have pensions at young age - HMRC data
'Counter intuitive'
SIFA Professional offers solicitors a financial adviser referral leaflet
Before 25 November
Just Group appoints David Richardson as CEO
Was interim CEO
Sanlam hires eight wealth planners
Four senior wealth planners
Adrian Grace steps down as Aegon CEO
Eight years as boss
Tom Ellis: SJP revelations further place advice profession under spotlight
'Culturally bankrupt'
Former 7IM relationship manager joins DFM Albemarle Street Partners
'Building our team'
SJP academy hits 500 graduate milestone
Former rugby player
Pension and platform transfer initiative STAR hits 46 provider sign-ups
Minister wants to 'name and shame'
7IM hires another former Barclays man
Chief client officer
Defining Broken Transfers: FCA robustly defends its regulation of transfer advice
Summer series continues
Newcastle IFA Lowes Group begins expansion of investment arm
Joins from VitalityInvest
Defining Broken Transfers: Is the advice profession heading towards a mis-selling scandal?
Summer series continues
Digital wealth manager Scalable Capital raises £23m
Now raised a total €66m
Quilter Life Assurance sold to ReAssure for £425m
'Quilter an advice-led business'
Exclusive: Aegon's Ronnie Taylor - 'Where the re-platforming went wrong'
‘We just underestimated it’
Tom Ellis: What would an FNZ takeover of GBST mean for platforms and advisers?
Underlying tech providers
SJP re-platforming costs hit £240m as it completes asset migration
Spent £22m from January to June
Paraplanner uncertainty in finalised SM&CR rules
Client Dealing Function
LCF investigation to engage bondholders
Will speak to bondholders
FCA publishes guidance on treatment of vulnerable customers
'Embedded culture'
The FCA and PFS duel over DB data
'No context'
FNZ acquires AJ Bell and ATS software provider JHC
Undisclosed fee
Leeds asset manager hires adviser to launch financial planning arm
Aims to double client base
Boring Money launches platform and robo-advice fee calculator
Compares 20 D2C companies
Charles Stanley continues financial planning drive with triple hire
'Strategic objective'
'Brexit the biggest risk - and biggest potential upside' - PA panel
Multi-asset webinar
Nucleus closes head office due to flooding
'Yellow' weather warnings
Unauthorised firm ordered to pay back customers after raising £15m
Investors to lose £2.7m
Five takeaways from the FCA's annual report
DB transfers, SM&CR and Brexit
Aegon ordered to pay re-platforming compensation despite sending hamper
To compensate £200 plus hamper
A busy week of mergers and acquisitions - here's the gossip and detail
It's the Pro Adviser Podcast
Tom Ellis: Commission-based advice is back? How words can confuse
Advice or guidance?
SS&C ups bid to £140m for platform tech provider GBST
'Amended exclusivity arrangements'