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Latest News - Christine Dawson

Attention! Unexpected advice in the bagging area

Fin-tech company Scalable Capital said it has spoken to companies about providing white-labelled robo-advice services similar to the way some supermarkets offer customers insurance and credit cards.

Old Mutual Wealth chief: I was not prepared to announce more platform delays

In an interview with New Model Adviser the chief executive of Old Mutual Wealth explains how he was not prepared to announce more platform delays and how he regrets using the term 'vertically integrated' to describe the business.

London IFA hires trainee amid plans to expand North

Rose & North has hired a trainee financial planner and is looking to expand the business in to Norwich.

Comment: Parmenion is caught up in consolidation crossover

After a stretch of consolidation in the market, the discretionary fund manager and platform company Parmenion is a point where Old Mutual Wealth and Standard Life now both have a direct interest.

From 1986 to 1825, Baigrie Davies's founder retires

The man who founded 1825-owned Baigrie Davies retires after three decades with the business.

Intrinsic blames increased losses on FSCS payments

The Old Mutual Wealth-owned network Intrinsic said its losses increased last year due to contributions to the Financial Services Compensation Scheme.

Old Mutual paid at least £9m for Caerus network

Financial statements indicate the amount Old Mutual paid for the Caerus network it acquired earlier this year.

Morrow: stop pandering to banks on robo-advice

Banks are pushing the regulator for clarification on guidance rules because they are unwilling to take on any risk, according to robo-advice company evestor.

Sanlam steps up SJP challenge with £1.5bn network deal

Tavistock has sold the network it bought from Financial Ltd two years ago to Sanlam for £1 million.

Standard Life's DB transfer inflows triple to £900m

Inflows to Standard Life's pensions business from DB transfers over the first half of the year increased 200% compared with the same period n 2016.

Video pick
1 Comment Play Ping pong planners: IFAs take up our table tennis challenge

Ping pong planners: IFAs take up our table tennis challenge

Advisers serve up some news on their business plans as New Model Adviser lays down a table tennis challenge.

44 Comments Play Robo roundtable: Restricted advice like buying an ill-fitting suit

Robo roundtable: Restricted advice like buying an ill-fitting suit

Three leaders of robo advice firms discuss whether they offer advice, and offer their opinions on the advice vs guidance distinction, in the first of our series of videos.

NMA Profile
Adviser Profile: Ian Browne and Helen Lindo of Russell Ulyatt

Adviser Profile: Ian Browne and Helen Lindo of Russell Ulyatt

Ian Browne and Helen Lindo want to expand Russell Ulyatt, but having learned a harsh lesson when overreaching too soon, they have tightened procedures and have long-term plans in place