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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

Paul Resnik: Why I disagree there are 'no standout risk tools'

In this piece Paul Resnik bemoans the fact there are still no rigorously-tested standards for risk tools that enable advisers to make a fully informed comparison about providers, arguing there tools in the market that use 'gamble' questions and those...

clock 09 January 2020 • 4 min read

Markets

BMO survey: 2.4% of funds manage consistent top-quartile gains over last decade

13.4% achieved above-average returns

clock 09 January 2020 • 2 min read

Multi-Asset

Talking with... Premier Miton Investors' Mike O'Shea

Square Mile's series of informal interviews

clock 08 January 2020 • 3 min read

Multi-Asset

One week until PA's 2020 Multi-Asset Roadshow

Financial advisers have just one week left to sign up to one of PA's five regional Multi-Asset Roadshow events it will host around the country.

clock 08 January 2020 • 1 min read

Tax planning

Neil MacGillivray: Will the tax advantages for married couples and civil partnerships remain a happy home?

The new calendar year has come and gone and so, as we start the edge closer to the end of the tax year, Neil MacGillivray looks at the planning opportunities available to married couples and civil partners

clock 07 January 2020 • 3 min read

Your profession

Tom Dunbar: Putting a number on the value of advice

Royal London, in conjunction with the International Longevity Centre recently put a number on how much financial advice is worth to those who receive it. Here, Tom Dunbar elaborates on the findings of that research...

clock 07 January 2020 • 3 min read

Your profession

Mattioli Woods on the look out for more advice and pension firm acquisitions

Financial advice firm and wealth manager Mattioli Woods has sought to begin 2020 on the front foot by stating it is on the look out for more acquisitions.

clock 06 January 2020 • 1 min read

Your profession

Three things your clients may call you about this week …

Mini-bond advertisements, investing for the planet and writing one's will - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

clock 06 January 2020 • 2 min read

Your profession

Chris Budd: The purpose of retirement

Purpose is the line that runs through financial wellbeing like the proverbial stick of Blackpool rock (or Brighton rock for those down South), writes Chris Budd, and this is particularly true when a person retires. Here, the co-founder of the Initiative...

clock 03 January 2020 • 3 min read

Investment

New Year's honour for Hermes IM CEO Saker Nusseibeh

Hermes Investment Management Saker Nusseibeh has been awarded a CBE (Commander of the Order of the British Empire) in the New Year’s Honours list.

clock 02 January 2020 • 1 min read
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