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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

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KPMG adds former Nutmeg COO to wealth management team

Also worked at Westpac and Barclays

clock 13 August 2018 • 1 min read

Wrap/platforms

Origo launches transfer tracking service for advisers

'Reduction in time chasing progress reports'

clock 13 August 2018 • 1 min read

Wrap/platforms

'PROD' - What is the regulation dividing the adviser platform market?

First in a new series

clock 10 August 2018 • 3 min read

Tax Planning

Hardman & Co launches 'free and MiFID II compliant' EIS research

Says it's only firm to do so

clock 10 August 2018 • 1 min read

People

Meet the Adviser Champions: Advicefront's Jose Supico

Video series

clock 09 August 2018 • 1 min read

Companies

Mattioli Woods acquires Midlands financial planning firm for £4m

£120m assets under advice

clock 09 August 2018 • 1 min read

Wrap/platforms

Aegon acknowledges 'mountain' still to climb with Cofunds clients

'Work to be done' on service times and trust

clock 08 August 2018 • 3 min read

Wrap/platforms

OMW to execute phased re-platforming

Soft launch around turn of year

clock 08 August 2018 • 1 min read

Companies

Why few advice firms will follow AFH's lead on paying platform fees

Unlikely to be a contagious trend

clock 07 August 2018 • 3 min read

Wrap/platforms

SL platform flows drop by a third; 1825 ends H1 loss-making

Platform net flows down to £2.5bn

clock 07 August 2018 • 1 min read