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Latest News - Elliot Smith

Adviser workshop: How to talk to clients about performance

Following a few days of turbulence in the markets, we have brought together the very best minds from the financial planning industry to discuss how you should go about talking to your clients about the performance of their portfolios.

Three IFAs explain why they avoid contingent fees for DB transfers

Three IFAs weigh in on why they avoid contingent fees on DB transfers, and give their verdict on the Work and Pensions Select Committee's proposal to ban them.

Sifa chairman Muirhead to retire

Sifa founder and chairman Ian Muirhead will retire at the end of March, the firm has announced.

MPs urge FCA to ban contingent fees on DB transfers

The Work and Pensions Select Committee has urged the Financial Conduct Authority (FCA) to ban contingent charging on defined benefit (DB) transfers.

British Steel: IFA Active Wealth goes into liquidation

Active Wealth (UK), the first firm to cease pension transfers as a result of advice given to British Steel Pension Scheme members, is to be wound up.

FCA and PRA appoint Marshall Bailey as FSCS chairman

The Financial Conduct Authority (FCA) and Prudential Regulation Authority (PRA) have announced the appointment of a new chairman of the Financial Services Compensation Scheme.

'Darkest before the dawn?' Advisers shrug off Woodford woes

Advisers holding Neil Woodford’s funds in their portfolios are sticking with the manager, despite a torrid run of late.

Mifid II tapes: Advisers need asset management crash course

In the first part of our KIDs roundtable, Graham Bentley, Paul Resnik and Bella Caridade-Ferreira meet in the Citywire studio to discuss how advisers can explain the new MiFID II cost disclosure rules to clients.

Adviser workshop: How to handle the KIDs conundrum with clients

We chat to advisers about the stick issue of KIDs, and hunt down all the best comment from the Twittersphere.

Premiership star Sanchez accepts sentence over £900k tax fraud

Manchester United footballer Alexis Sanchez has been dealt a 16-month prison sentence in Spain for £900,000 tax fraud.

Video pick
7 Comments Play Mifid II tapes: Advisers need asset management crash course

Mifid II tapes: Advisers need asset management crash course

In the first part of our KIDs roundtable, Graham Bentley, Paul Resnik and Bella Caridade-Ferreira meet in the Citywire studio to discuss how advisers can explain the new MiFID II cost disclosure rules to clients.

11 Comments Play 'Life isn't just about the bank account': How IFAs view millennials

'Life isn't just about the bank account': How IFAs view millennials

This is the era of Uber, Spotify and Air BNB. How can adviser's propositions appeal to generation rent as they begin to earn more and inherit wealth?

NMA Profile
7 Comments Adviser profile: Carl Roberts of RTS Financial Planning

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.