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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

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Meet the Adviser Champions: Hearthstone's Cedric Bucher

Video series continues

clock 14 June 2018 • 1 min read

Wrap/platforms

Platforms' 'effective revenue' shrinking alongside costs

'Average operating cost 42bps'

clock 13 June 2018 • 1 min read

Regulation

FCA bans and fines adviser for faking qualifications

Fined £29,300

clock 12 June 2018 • 2 min read

Tax planning

GrowthInvest launches IHT and 'alternatives' on platform

Joins EIS and VCT products on platform

clock 12 June 2018 • 1 min read

Technology

Intelliflo: 'Direct competitors should be concerned'

'More firepower'

clock 11 June 2018 • 2 min read

Retirement

'Fewer over-50s' to seek professional advice on retirement

'Costs driving people away'

clock 08 June 2018 • 1 min read

Wrap/platforms

Ascentric loses second senior figure towards end of re-platforming

Sarah Lyons joins Parmenion

clock 07 June 2018 • 2 min read

Wrap/platforms

Adviser has 'lost clients' over Cofunds re-platforming issues

'The whole system is actually unmanageable'

clock 07 June 2018 • 4 min read

Technology

Intelliflo reassures users purchase by Invesco is 'good news'

Poll offered signs of adviser concern

clock 06 June 2018 • 2 min read

Technology

Intelliflo bought by Invesco

Previously owned by European private equity investor

clock 06 June 2018 • 1 min read