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Tom Ellis

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Articles by Tom Ellis

DFM & Model Portfolios

Advice firm CEO: Why my DFM relationship works

'Arm's length at a reasonable cost'

clock 09 October 2019 • 4 min read

Companies

Ascot Lloyd to complete eight acquisitions before 2020

To add £1.2bn FUM

clock 07 October 2019 • 1 min read

Companies

Dame Helena Morrissey leaves LGIM

Set up The 30% Club

clock 04 October 2019 • 1 min read

Retirement

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

'Counter intuitive'

clock 03 October 2019 • 1 min read

Wrap/platforms

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

Growing market

clock 02 October 2019 • 4 min read

Your profession

SIFA Professional offers solicitors a financial adviser referral leaflet

Before 25 November

clock 24 September 2019 • 1 min read

Companies

Just Group appoints David Richardson as CEO

Was interim CEO

clock 19 September 2019 • 1 min read

Companies

Sanlam hires eight wealth planners

Four senior wealth planners

clock 16 September 2019 • 1 min read

Wrap/platforms

Adrian Grace steps down as Aegon CEO

Eight years as boss

clock 10 September 2019 • 2 min read

Your profession

Tom Ellis: SJP revelations further place advice profession under spotlight

'Culturally bankrupt'

clock 09 September 2019 • 4 min read
Most read
01

Kerry Nelson firms sell for £500,000 after battle between 38 bidders

30 March 2023 • 2 min read
02

Advice acquisitions double with £48bn in AUM bought in 2022

30 March 2023 • 2 min read
03

FCA hints at potential Sustainablity Disclosure Requirements delay

29 March 2023 • 2 min read
04

Foster Denovo parent secures £800m in assets via internal acquisitions

30 March 2023 • 1 min read
05

What Consumer Duty could mean for EIS investments

27 March 2023 • 5 min read