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Tom Ellis

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Articles by Tom Ellis

Advice firm CEO: Why my DFM relationship works

DFM & Model Portfolios

Advice firm CEO: Why my DFM relationship works

'Arm's length at a reasonable cost'

clock 09 October 2019 •
Ascot Lloyd to complete eight acquisitions before 2020

Companies

Ascot Lloyd to complete eight acquisitions before 2020

To add £1.2bn FUM

clock 07 October 2019 •
Dame Helena Morrissey leaves LGIM

Companies

Dame Helena Morrissey leaves LGIM

Set up The 30% Club

clock 04 October 2019 •
More boys than girls have pensions at young age - HMRC data

Retirement

More boys than girls have pensions at young age - HMRC data

'Counter intuitive'

clock 03 October 2019 •
Tom Ellis: The platform market is all acquisition but no consolidation

Wrap/platforms

Tom Ellis: The platform market is all acquisition but no consolidation

Growing market

clock 02 October 2019 •
SIFA Professional offers solicitors a financial adviser referral leaflet

Your profession

SIFA Professional offers solicitors a financial adviser referral leaflet

Before 25 November

clock 24 September 2019 •
Just Group appoints David Richardson as CEO

Companies

Just Group appoints David Richardson as CEO

Was interim CEO

clock 19 September 2019 •
Sanlam hires eight wealth planners

Companies

Sanlam hires eight wealth planners

Four senior wealth planners

clock 16 September 2019 •
Adrian Grace steps down as Aegon CEO

Wrap/platforms

Adrian Grace steps down as Aegon CEO

Eight years as boss

clock 10 September 2019 •
Tom Ellis: SJP revelations further place advice profession under spotlight

Your profession

Tom Ellis: SJP revelations further place advice profession under spotlight

'Culturally bankrupt'

clock 09 September 2019 •
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Lloyds Banking Group buys Embark for £390m

29 July 2021 • 3 min read
02

FCA warning: 'Letter timely reminder of importance of platform models'

27 July 2021 • 3 min read
03

'Only a matter of time': Industry reacts to Lloyds £390m Embark deal

29 July 2021 • 3 min read
04

CISI confirms it will offer Chartered status to Certified members

28 July 2021 • 2 min read
05

Unauthorised adviser jailed for fraudulent trading

26 July 2021 • 1 min read
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