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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

Three things your client may call you about this week ...

The Lifetime ISA, impact investing and peer-to-peer lending - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

clock 15 March 2021 • 2 min read

Retirement

Into the ashes: An in-depth look at Phoenix and Standard Life

Brand review

clock 12 March 2021 • 10 min read

Your profession

MWA Financial renews acquisition drive with Hampshire firm purchase

Assets increase to £300m

clock 12 March 2021 • 1 min read

Pensions

DB transfer values fall to pre-lockdown levels

5% drop in February

clock 12 March 2021 • 1 min read

Your profession

Revealed: All the winners at the PA Awards 2021

Rewatch the ceremony

clock 12 March 2021 • 3 min read

Investment

Discretionary portfolios 'designed to support goals-based financial planning' - Morningstar's Coop

Finalists in two PA Awards categories

clock 10 March 2021 • 3 min read

Technology

Nick Eatock: The new intelliflo

'Aim to widen access to advice'

clock 10 March 2021 • 3 min read

Wrap/platforms

Mike Barrett: What next for Parmenion?

Mike Barrett reacts to SLA's sale of one of its three adviser platforms Parmenion and assesses what could be next for the now-private equity owned company...

clock 10 March 2021 • 3 min read

Investment

Multi-Asset Masterclass: Brooks Macdonald's Frank Atkins discusses asset allocation and optimism

Three questions

clock 10 March 2021 • 1 min read

Your profession

The SimplyBiz Group unveils Fintel rebrand and outlines acquisition plans

Digitisation push

clock 10 March 2021 • 2 min read