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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

Surrey financial planning firms merge and look to avoid minimum portfolio sizes

Surrey firm

clock 18 February 2021 • 2 min read

Investment

Staying afloat amid titanic forces: Multi-asset in 2021

'No magic bullet'

clock 17 February 2021 • 4 min read

Your profession

Who should be the 2021 PA Personality of the Year? Send in your nominations

Email us your choice

clock 17 February 2021 • 1 min read

Regulation

The big questions advisers should be asking DFMs on ESG

Greenwashing

clock 16 February 2021 • 5 min read

Your profession

Chris Budd: Putting financial wellbeing into practice

Wellbeing certificate and audit

clock 12 February 2021 • 3 min read

Your profession

AFH sets date for shareholder vote on £225m private equity deal

General meeting on 1 March

clock 10 February 2021 • 2 min read

Your profession

Convenient exit or client sacrifice? Private equity's £3bn march into advice and wealth management

Parmenion latest firm in PE takeover

clock 09 February 2021 • 8 min read

Wrap/platforms

Private equity-owned James Hay buys rival Nucleus for £145m

Nucleus will eventually re-platform

clock 09 February 2021 • 2 min read

Tax planning

Neil MacGillivray: Assessing the tapered annual allowance before tax year end

Case study

clock 08 February 2021 • 3 min read

Your profession

CII adds diversity requirement to Aspire apprenticeship scheme

Firms who want to sign up to the Chartered Insurance Institute's Aspire apprenticeship programme will now have to meet a diversity and inclusion requirement.

clock 08 February 2021 • 2 min read