Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Latest News - Christine Dawson

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.

ATS cuts adviser sales team in 'strategic restructure'

Alliance Trust Savings has confirmed that three of its IFA sales team have left the business with 'immediate effect'.

MPS lowdown: Hawksmoor’s Conway doubles down on defence

The manager of the Balanced Model Portfolio weighs in on the value of property, performance and panning for gold.

FNZ operating chief exits amid troubled platform launches

Chief operating officer at technology provider FNZ has left the company.

Midlands IFA hires former SJP compliance guru

Market Harborough-based Clarkson Wayman Ball (CWB) has hired a former national St James’s Place compliance officer to help with its expansion plans.

‘Advice fees are going up and there is no evidence they will come down’

Exclusive New Model Adviser research reveals average ongoing charges are now regularly reaching 100 basis points. Jack Gilbert and Christine Dawson explore what is causing it and ask IFAs whether it will change any time soon

Adviser Workshop: How to prepare for GDPR

In the lead up to the implementation of the General Data Protection Regulation, we ask the financial planning experts how their peers should prepare.

FCA: we’re not trying to make everything about price

Speaking at an event in London the FCA director of competition said the asset management market study was intended to protect investors from weak competition but was not an attempt by the regulator to ‘make everything about price'.

Profile star Cawley turns to Nick Train in model portfolios

Martin Cawley of Devonshire Wealth Management gets the flexibility he requires by using an independent risk profiling tool and matching DFMs to the needs of individual clients

Leading tax MP Hodge: my IFA stopped recommending tax avoidance

The Labour MP spent two years telling her financial adviser she would not engage in tax avoidance before he started recommending her solutions that would make her more open and transparent.

Video pick
23 Comments Play 'We're just a bunch of white dudes sitting here': fund manager CEOs on gender

'We're just a bunch of white dudes sitting here': fund manager CEOs on gender

In our brand new series, eight CEOs discuss how the industry could do a better job for female fund managers.

29 Comments Play Higher FSCS bills are the price of pension freedoms says Kinnock

Higher FSCS bills are the price of pension freedoms says Kinnock

Advisers largely supported the pension freedoms and must now pay the price for defined benefit (DB) transfer mis-selling, according to Labour MP Stephen Kinnock.

NMA Profile
Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.