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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Russell Andrews: New age, new risks for advice firms

Technology

Russell Andrews: New age, new risks for advice firms

'The truth about disruption'

clock 13 August 2021 • 4 min read
Chris Budd: What are your clients' objectives?

Your profession

Chris Budd: What are your clients' objectives?

Avoiding goals

clock 13 August 2021 • 3 min read
Platforms see 6.5% growth in Q2

Investment

Platforms see 6.5% growth in Q2

Advised platforms make up two-thirds of growth

clock 12 August 2021 • 2 min read
MacKay to head up AJ Bell Investcentre as Lyons moves to mobile platform

Your profession

MacKay to head up AJ Bell Investcentre as Lyons moves to mobile platform

Touch by AJ Bell in development

clock 12 August 2021 • 2 min read
Revealed: Schroders UK Platform Awards releases major shortlists

Wrap/platforms

Revealed: Schroders UK Platform Awards releases major shortlists

The first stage of the judging process is complete and the organisers of the Schroders UK Platform Awards have revealed the shortlists for three of the major awards.

clock 12 August 2021 • 1 min read
Neil MacGillivray: A new tax year end? It's a no from me…

Tax planning

Neil MacGillivray: A new tax year end? It's a no from me…

History of the date

clock 11 August 2021 • 4 min read
Total 141 restricted advisers leave Quilter in 2021

Your profession

Total 141 restricted advisers leave Quilter in 2021

Net client cashflow per adviser has increased

clock 11 August 2021 • 2 min read
Quilter adds further £7m to Lighthouse DB transfer compensation fund

Your profession

Quilter adds further £7m to Lighthouse DB transfer compensation fund

£7m added to kitty

clock 11 August 2021 • 1 min read
Claire Trott: QROPS transfers in decline

Pensions

Claire Trott: QROPS transfers in decline

HMRC data

clock 10 August 2021 • 3 min read
Tenet Group appoints CFO as Keely Craig exits

Your profession

Tenet Group appoints CFO as Keely Craig exits

Craig leaving after four years

clock 10 August 2021 • 1 min read
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