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Tom Ellis

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Articles by Tom Ellis

CISI appoints SRA innovation boss as chief executive

Your profession

CISI appoints SRA innovation boss as chief executive

Begins 5 September

clock 14 June 2022 • 1 min read
Lumin snaps up South East firm in fifth deal

Your profession

Lumin snaps up South East firm in fifth deal

IFA has £85m AUM

clock 13 June 2022 • 1 min read
Private equity-backed Progeny acquires Hampshire adviser

Your profession

Private equity-backed Progeny acquires Hampshire adviser

'Life-centred financial planning'

clock 31 May 2022 • 2 min read
Dealing with private equity 'like getting into bed with a gorilla'

Your Business

Dealing with private equity 'like getting into bed with a gorilla'

Advice firm CEOs discuss key topics

clock 23 May 2022 • 1 min read
ValidPath launches 'turnkey succession solution' for IFAs

Your Business

ValidPath launches 'turnkey succession solution' for IFAs

'Independence is everything'

clock 23 May 2022 • 2 min read
FCA introduces emergency powers against British Steel advice firms

Regulation

FCA introduces emergency powers against British Steel advice firms

No consultation

clock 25 April 2022 • 2 min read
FCA outlines three-year plan to improve outcomes; targets FSCS levies

Regulation

FCA outlines three-year plan to improve outcomes; targets FSCS levies

'Outcomes and performance metrics'

clock 07 April 2022 • 2 min read
Firm of child grooming adviser has permissions removed

Regulation

Firm of child grooming adviser has permissions removed

FCA removes permissions

clock 04 April 2022 • 2 min read
Jon Lycett: Ethics and lifestyle choice - the reconciliatory balance

Investment

Jon Lycett: Ethics and lifestyle choice - the reconciliatory balance

Balance

clock 10 March 2022 • 4 min read
Aviva, Transact and True Potential dominate platform net sales in 2021

Platforms

Aviva, Transact and True Potential dominate platform net sales in 2021

All added £5bn+

clock 08 March 2022 • 2 min read
Most read
01

Platforms facing 'heaps of adviser demands' in 'challenging market'

07 December 2023 • 3 min read
02

Low awareness of bond tax benefits 'a growing concern for advisers'

06 December 2023 • 2 min read
03

FCA: Blackmore Bond promotions had 'very relevant risk warnings'

07 December 2023 • 3 min read
04

Advisers say inflation is the biggest threat for clients

07 December 2023 • 1 min read
05

AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

07 December 2023 • 3 min read