Latest News - Tim Cooper
Nomadic adviser turns to tech to boost portfolio performance
For the director of Money Honey Financial Planning, digital technology is the way forward when building portfolios
How these regulation experts are preparing for a new era
A wave of regulatory change is hitting the financial services sector, with Mifid II, GDPR, the SMCR and Brexit all shaking things up. Tim Cooper discovers how PA Consulting Group’s David Biggin and Mike Teall are preparing for this new era.
Adviser profile: Jane Hodges of Money Honey Financial Planning
Jane Hodges says she can offer face-to-face advice at Money Honey Financial Planning without ever meeting her clients
'Good active managers justify additional costs’
Stuart Cardozo explains his preference for active managers in uncertain times.
Adviser profile: Stuart Cardozo and Shane Gorman of SWC Independent
Stuart Cardozo has tackled recent regulatory changes at SWC Independent by hiring energy sector specialist Shane Gorman and shifting the firm’s focus to advising offshore oil workers
Adviser profile: John Hamilton-Hunt of Punter Southall Financial Management
John Hamilton-Hunt has presided over rapid expansion at Punter Southall Financial Management and is determined to prepare the firm for whatever the future holds
My asset allocation: Richard Stammers of European Wealth
The investment strategist has swapped most of his UK equity exposure for Asia and emerging markets
Adviser profile: Mark Insley of Ascot Wealth Management
Opening a South Africa office has been a gateway to new opportunities for Ascot Wealth Management. Never one to shy away from a challenge, managing director Mark Insley is looking to expand further.
Investing with the stars: 'Some people joke I joined the passive cult'
Drawing on her research into loss aversion and behavioural bias, Tamsin Caine explains why she prefers predictability over taking a punt.
My asset allocation: Mike Deverell of Equilibrium Asset Management
The investment manager is concerned about the risks of US monetary tightening
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.
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?
Adviser profile: Mandy Dale and Chris Emery of Hanbury Wealth
Hanbury Wealth is growing, and Mandy Dale and Chris Emery have set their sights on more joint ventures in the future.