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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Companies

OMW acquires two advice firms, adding £170m AUA

'Important milestone'

clock 15 March 2017 • 1 min read

Retirement

Prudential sets aside £175m for review of non-advised annuity sales

UK profits down 31%

clock 14 March 2017 • 1 min read

Investment

Advisers swap high-yield bonds for multi-asset income, research

Two-fifths moved clients away from single-assets in 12 months

clock 13 March 2017 • 1 min read

Investing in the profession

PFS receives 300+ responses to new adviser development programme

Looking to extend the programme

clock 13 March 2017 • 1 min read

Charging

Almost half of advisers think clients are overcharged

According to NMBA research

clock 09 March 2017 • 1 min read

Your profession

FSCS offers Arch Cru investors chance of claim review

Targeting final settlements

clock 08 March 2017 • 2 min read

Tax planning

Spring Budget 2017: Government slashes dividend tax allowance

From April 2018

clock 08 March 2017 • 2 min read

Companies

Standard Life/Aberdeen deal - What happens to the platforms?

Platforum and the lang cat discuss

clock 07 March 2017 • 3 min read

Companies

Parmenion's platform could see £650m setback after Caerus buyout

Intrinsic plans to acquire Caerus

clock 02 March 2017 • 2 min read

Companies

Fairstone acquires Lancashire adviser

Adds £160m FuM

clock 02 March 2017 • 1 min read
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