Advice started in 2010
Quilter Investors' multi-asset range
Retired in 2014
2pm at St Mary Abbots Church, London W8
Was chairman of Nucleus and River & Mercantile
Investors are getting dismal interest rates when they hold cash on the UK's biggest advised platforms, with some actually making a loss after fees, an investigation by Professional Adviser has found.
Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.
David Ferguson on Standard Life's move into advice
Old Mutual International has completed a rebrand of its business, dropping the historic Skandia brand, and has outlined plans for a new researched fund range following the acquisition of Quilter Cheviot.
The Skandia name is to disappear as the group rebrands as Old Mutual Wealth across all UK operations.
Skandia has u-turned on its decision to close the £640m Skandia Invesco Perpetual Income and High Income funds in favour of Neil Woodford's new Income fund at his own firm.
Skandia has handed a £640m life mandate currently run by Invesco Perpetual's Mark Barnett to Neil Woodford, in a move Hargreaves Lansdown analysts suggest may be the first of many.
Old Mutual Wealth's soon to be re-branded Skandia platform today reported profits had jumped 400% in the first half of 2014 to £10m, while assets in its recently-launched WealthSelect range hit £1bn.
Just under a fifth of advisory businesses have managed to transition all their clients to a pure adviser charging model, according to a 1,000-adviser survey.
Nearly two-thirds of advisers have seen an increase in business enquiries since sweeping changes to pensions were announced in the Budget, according to a survey by Skandia.
Platforms are racing to update their conversion programmes as advisers complain about hefty charges when switching clients into clean share classes.
Skandia shows its hand in fund group negotiations
Neil Woodford has been handed a mandate on Skandia's WealthSelect range, likely in the region of hundreds of millions of pounds, with the platform also getting access to the manager's 65bps share class.
How to protect a legacy after equity release
Why have so many of the preferential fund deals announced in recent weeks been based on unit rebating rather than the launch of super clean share classes?
Old Mutual Wealth vice-chairman Peter Mann has announced his intention to retire after 12 years with the group.
The outlook for the financial services sector is seen to be improving as a consequence of the Retail Distribution Review (RDR), but most advisers report protection sales continue to lag following its introduction.
Skandia, which re-entered the advised protection market last year, paid out on 96% of critical illness insurance (CII) claims in 2013.
How much do you remember about some of this week's key stories?