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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your Business

How can advisers improve the financial wellbeing of clients?

As financial wellbeing becomes a greater consideration for more clients and financial advisers alike, Stephen Little speaks to a numbers of advisers and other voices to see what it really means and how it can be further integrated into the planning process......

clock 04 December 2020 • 7 min read

Regulation

Alastair Black: Now more than ever suitability is key

What next?

clock 04 December 2020 • 3 min read

Your profession

Anthony Morrow: The advice industry must do more to innovate

Reacting to the financial watchdog's evaluation of the Financial Advice Market Review, OpenMoney co-founder Anthony Morrow says the advice sector needs to do more to make advice accessible to the masses

clock 03 December 2020 • 3 min read

Pensions

L&G to halve emission intensity of £81bn annuity book by 2030

Net-zero by 2050

clock 03 December 2020 • 1 min read

Regulation

FAMR evaluation: FCA boasts improvements in access to advice

Number of advised clients up 33%

clock 03 December 2020 • 2 min read

Tax planning

Chloe Faulkner: Can anyone afford to not have an LPA?

The importance of Lasting Power of Attorney

clock 02 December 2020 • 3 min read

Companies

Former PFS president joins Plan Works

Expansion plans

clock 30 November 2020 • 1 min read

Your profession

Raymond James opens new branch in London

Headed by Simon Monk

clock 30 November 2020 • 1 min read

Wrap/platforms

Quilter completes second migration of £45bn assets to new OMW platform

2,000 advice firms shifted

clock 30 November 2020 • 1 min read

Your profession

Lawrence Cook: Whose client is it anyway?

Building a brand

clock 30 November 2020 • 4 min read