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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Economics / Markets

Brendan McCurdy: Safe havens, trend following, and the coronavirus crisis

Global markets have seen heightened volatility during the coronavirus crisis and, here, Brendan McCurdy assesses the performance of more traditional 'safe haven' asset classes...

clock 08 April 2020 • 3 min read

Retirement

Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement

'Mentally prepare clients'

clock 07 April 2020 • 4 min read

Regulation

FCA delays pension transfer specialist qualification rules to October 2021

Delayed by 12 months

clock 07 April 2020 • 2 min read

Your profession

Three things your clients may call you about this week …

D2C platform demand

clock 06 April 2020 • 2 min read

Regulation

FCA relaxing 10% depreciation rule: The view from the platform's side

On hearing the news the FCA has relaxed the regulations around the 10% drop notification rule until 1 October, Ray Tubman assesses what this really means for platforms and financial advisers...

clock 03 April 2020 • 4 min read

Regulation

FCA must re-think investment pathways 'long-term income' option - EValue

FCA board to make decision

clock 03 April 2020 • 2 min read

Your profession

Simon Goldthorpe: Five fundamentals to make your social media strategy more effective

Engage with followers

clock 03 April 2020 • 3 min read

Wrap/platforms

Embark strikes deal with Delta Financial Systems to combine pensions tech

45,000 clients

clock 02 April 2020 • 1 min read

Investment

Mark Pittaccio: Behavioural biases in turbulent markets

'Shortcut to rationality'

clock 02 April 2020 • 3 min read

Your profession

Tom Ellis: Adapting to a different way of living

Stick together

clock 02 April 2020 • 3 min read
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