Author profile

Tom Ellis

Tom Ellis

Follow

Articles by Tom Ellis

Investment

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

Is 5% a year too much?

clock 07 June 2021 • 2 min read

Investment

Jamie Farquhar: Incorporating clients' responsible investment requirements

Deliver consistent client outcomes

clock 04 June 2021 • 4 min read

Regulation

Steven Levin: Now is the time to scrap the 10% rule

Currently suspended

clock 02 June 2021 • 4 min read

Investment

Four core principles and two companies compared: RLAM's George Crowdy on sustainability

Four core principles

clock 28 May 2021 • 6 min read

Your profession

Alex Riley: My dad is a great example for planning (very) long-term

Clients are not 'average'

clock 27 May 2021 • 5 min read

Your profession

Fairstone completes acquisition of Sterling Asset Management

Four advisers join consolidator

clock 27 May 2021 • 1 min read

Your profession

M&G Wealth appoints firm to create hybrid advice service

M&G Wealth has appointed Ignition Advice to build a hybrid advice service that will be ready to deploy by the end of 2021.

clock 27 May 2021 • 1 min read

Your profession

Growing a modern adviser firm: Sign up for PA's double-header event with SimplyBiz

16 and 17 June

clock 26 May 2021 • 1 min read

Your profession

Guaranteed returns and 26 complaints: A cold calling campaign that saw £870k in poorly transferred pensions

Cold calls and home visits

clock 26 May 2021 • 5 min read

Retirement

Rebranding the Pru: New colours and a shorter name

What's in a name?

clock 25 May 2021 • 6 min read
Most read
01

FCA fines adviser £1.4m over unsuitable DB pension transfers

29 November 2024 • 2 min read
02

Platform service worsens as cost of living spurs clients to move assets

28 November 2024 • 2 min read
03

Andrew Goodwin: Why we all need to rethink consolidation

29 November 2024 • 4 min read
04

PA Awards 2025: Adviser Firm of the Year shortlists revealed!

28 November 2024 • 2 min read
05

Mindset, talent, and culture: How to leverage disruptive technology for growth

29 November 2024 • 5 min read