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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Regulation

MiFID II and GDPR cause advisers biggest headaches

'Advisers are waking up'

clock 11 December 2017 • 1 min read

Wrap/platforms

Transact cuts prices as 'salami slicing' continues

'75% of clients to pay less'

clock 08 December 2017 • 3 min read

Regulation

FCA register attracts millions of hits as adviser listings face axe

Advisers to be removed under senior manager regime

clock 07 December 2017 • 2 min read

Regulation

Nationwide to develop automated advice in FCA sandbox

NatWest last month launched robo-adviser

clock 05 December 2017 • 1 min read

Retirement

DB closures pick up pace as PPF records another fall in open schemes

10.5 million private sector DB members

clock 05 December 2017 • 2 min read

Pensions

BA Pensions suspends transfer values for all active members

'To protect service levels'

clock 04 December 2017 • 2 min read

Wrap/platforms

'Advisers should select platforms by client needs, not portfolio size'

FCA platform market study ongoing

clock 04 December 2017 • 2 min read

Regulation

Meet the Adviser Champions: Rory Percival

Our video series continues

clock 30 November 2017 • 2 min read

Investment

Third of clients have switched wealth managers in last 24 months

Research from specialist Compeer

clock 30 November 2017 • 1 min read

Tax planning

Deepbridge launches 'Innovation SEIS'

Following Budget changes

clock 29 November 2017 • 1 min read