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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

Tim Sargisson: Three ways 2020 changed financial advice

Awareness of advice improving

clock 14 December 2020 • 3 min read

Wrap/platforms

Clive Stelfox: Who's really driving, the adviser or the platform?

No one likes a backseat driver, writes Clive Stelfox, but all too often in the world of financial planning, this backseat driver is the technology and platform providers, dictating and restricting how an advice firm runs its business and manages its clients...

clock 14 December 2020 • 3 min read

Investment

Advisers back UK equity funds in 2020 - AJ Bell platform data

Six in top 10 UK equity-focused

clock 14 December 2020 • 2 min read

Investment

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

'Fear a wealth tax'

clock 14 December 2020 • 2 min read

Your profession

Simon Goldthorpe: Now is the time to engage with 'at retirement' clients

'Too much emphasis on accumulation phase'

clock 11 December 2020 • 4 min read

Wrap/platforms

Nucleus completes OpenWealth deal

'Reduce operational friction'

clock 11 December 2020 • 1 min read

Tax planning

Neil MacGillivray: Business owners beware of potential CGT changes

OTS report

clock 10 December 2020 • 4 min read

Regulation

FCA fines financial planning firm £107k for unsuitable pension transfer advice

£2.6m in redress paid

clock 10 December 2020 • 2 min read

Investment

Talking with… SVM Asset Management's Neil Veitch

'Judged at the end of every day'

clock 08 December 2020 • 3 min read

Investment

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

£500m gifted to young people

clock 07 December 2020 • 2 min read
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