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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Tax Planning

Maven proposes merger of two VCTs

To create £56m trust

clock 08 October 2018 • 1 min read

Companies

Adviser complains of 'poachy' letter Aviva sent to customers

'Quite ridiculous'

clock 05 October 2018 • 2 min read

Investment

Platform views: Playing PROD's panel game

Picking the right mix

clock 05 October 2018 • 4 min read

Regulation

EU regulators prepare for no-deal Brexit with MiFID II back-up plans

No-deal could mean market participants losing their authorisations

clock 04 October 2018 • 3 min read

Charging

Quarter of advisers saw 10%-plus pay rise after adopting DFM model

One-quarter of financial advisers have seen a pay rise greater than 10% after adopting the use of a discretionary fund manager (DFM), research for Rathbones undertaken by CoreData has suggested.

clock 04 October 2018 • 1 min read

People

Meet the Adviser Champions: Kames Capital's Steve Kenny

Our video series continues

clock 04 October 2018 • 1 min read

Regulation

Pension transfer specialists must be Level 4-qualified by Oct 2020 - FCA

Two years 'sufficient' for study

clock 04 October 2018 • 2 min read

Regulation

FCA delays decision on DB transfer contingent charging ban

May consult on 'new interventions' next year

clock 04 October 2018 • 2 min read

Regulation

Advisers cast doubt on MiFID II effectiveness

'More of a challenge than Brexit'

clock 02 October 2018 • 1 min read

Regulation

FCA fines Tesco Bank £16.4m after 2016 cyber attack

'Customers should not have been exposed to the risk at all'

clock 01 October 2018 • 2 min read