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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Wrap/platforms

How adviser platforms reacted to the FCA's market study - in public

Four opinions

clock 14 March 2019 • 5 min read

Wrap/platforms

FCA proposes ban on platform exit fees

Would affect five adviser platforms

clock 14 March 2019 • 2 min read

Wrap/platforms

FCA proposes 'in specie' transfers and unit class conversions to improve platform switching

Proposed changes to effect from 31 July 2020

clock 14 March 2019 • 5 min read

UK

Spring Statement: OBR revises down 2019 growth forecast

Warns of consequences of no deal

clock 13 March 2019 • 2 min read

Wrap/platforms

Cofunds and Aviva see ombudsman complaints rocket after re-platforming

Following re-platforming moves

clock 13 March 2019 • 2 min read

Regulation

Regulators to explore removing 'barriers' to addressing 'unprecedented' climate risk

First meeting of Climate Financial Risk Forum

clock 12 March 2019 • 2 min read

Wrap/platforms

Aegon sees double departure as former Cofunds chief exits

Re-platformed Cofunds last year

clock 12 March 2019 • 2 min read

Adviser / Broking

Openwork grows number of female advisers by more than a third

Between 2014 and 2018

clock 08 March 2019 • 1 min read

Wrap/platforms

Are Aviva's platform flows as bad as they look?

Re-platforming issues

clock 07 March 2019 • 2 min read

Investment Trusts

'Unfashionable' UK funds lead February performers

Absolute return ‘continues to disappoint’

clock 05 March 2019 • 2 min read