Latest News - Christine Dawson
Adviser Workshop: How to solve elderly clients' IT problems
As online access to financial services becomes assumed, those without digital skills face real-world problems.
Standard Life's 1825 buys Bristol IFA
Standard Life-owned national restricted firm 1825 has acquired Bristol-based IFA Fraser Heath.
FCA quizzes advisers on platform price deals
The FCA's platform market study is asking in-depth questions on platform and advice fees and whether the end consumer is benefiting from platform efficiencies and negotiated discounts.
CII apologises for exam paper 'cock-up'
The CII has said it is sorry advisers were delayed starting their AF5 exam yesterday after an error in distribution meant part of the paper was missing.
Revealed: FCA probes platform loans to advice firms
The FCA's review of platforms, seen by New Model Adviser, has requested data from providers about loans made to IFAs.
FCA to contact 1,000 platform investors for market study
The regulator has launched the consumer market research element of its platform market study with plans to get information from at least 1,000 end consumers.
Less than 50% of DB transfer advice deemed suitable
The Financial Conduct Authority's review of defined benefit transfer cases found that fewer than half of cases where the recommendation was to transfer were suitable.
Adviser Workshop: How to explain fees to clients
Edward Perry and Rebecca Taylor explain how they make it easy for clients to understand the fees they charge
Spending spree pushes Embark to £3m loss
Platform and Sipp provider sees its assets boosted to £8.1 billion but its losses are at £2.9 million.
IFA duo tap into millennial market with tech-based venture
Advisers Jo Little and Alfie Mullan have launched an advice firm pitched specifically at young ‘tech entrepreneurs’.
Video: Ravenscroft's Harries homes in on themes not forecasts
Mark Harries, head of investment management at Ravenscroft, is overseeing the launch of onshore versions of the firm's offshore funds
CIO Tapes: 'passive funds are anti-capitalist'
Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.
Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners
Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.