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Latest News - Charles Walmsley

IFAs vs robots: FCA to compare services in suitability review

Robo-advice will be pitted head to head with face-to-face advice by the Financial Conduct Authority next year as part of its suitability review.

The numbers behind wealth managers’ financial planning push

Following on from our look into the wealth managers entering financial planning, we investigate the financial advice income streams of Brewin Dolphin, Rathbones and Charles Stanley.

Old Mill sets the standard for a fourth year running

‘Empathy and warmth for clients’ helped power Old Mill to once again be awarded with best practice standard BS 8577 from Standards International.

Comment: Why should FSCS levies fund Capita?

Years after it was involved in Arch Cru, Capita was handed a contract to handle complaints at the FSCS.

Rathbones seals £104m deal to buy Scottish wealth manager

Rathbones has sealed a deal for Scotland's biggest wealth manager, which will be part funded by a £60 million placing.

Higher acquisition prices raise questions about AFH strategy

AFH recently warned that acquisition prices are rising and despite a strong financial performance in the first half of the year it may be time to rethink its consolidator model.

AFH buys Yorkshire IFA for £2.9m

Consolidator AFH has made its eighth acquisition of the year with a £2.9 million deal for York-based firm Corville Financial Services.

Old Mutual names price for UK spin-off share sale

Shares in Old Mutual's UK business Quilter, which includes an advice network and a platform, will be sold for between 125p and 155p when the company launches an initial public offering later this month.

Former Scotland boss sues advisers over £600k commission refund

Former Scotland, Rangers and Everton manager Walter Smith is suing his former financial advisers over commission payments he claims should be refunded.

How robo-advice paid for my Champions League final ticket

The New Model Adviser® team reveal how their robo-advice investments have fared in the past 12 months, kicking-off with news editor Charles Walmsley who had invested via MoneyFarm.

Video pick
8 Comments Play AJ Bell CEO: there will be six more months of replatforming pain

AJ Bell CEO: there will be six more months of replatforming pain

IFAs will have to endure another half year of replatforming trouble by provider-owned platforms, Andy Bell has said.

2 Comments Play Asset managers: 'There is going to be a distribution revolution'

Asset managers: 'There is going to be a distribution revolution'

In footage not used in our original CEO tapes videos, five CEOs discuss how distribution will change in the future. Will 'distribution' be revolutionised by technology the same way that Spotify changed music or the Kindle changed publishing?

NMA Profile
Adviser profile: Simon Lister and Craig McClurg of ML Financial Associates

Adviser profile: Simon Lister and Craig McClurg of ML Financial Associates

For Simon Lister and Craig McClurg, setting up ML Financial Associates was an easy decision because of their unbreakable bond.