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Provider-adviser tie-ups need scrutiny
The Financial Services Authority has been training its focus on the tie-ups between providers and distributors lately and, as our stories this week show, it is a growing trend.
Five minute adviser profile: Roger Perry of Monahans Financial Services
Roger Perry, director of Trowbridge-based Monahans Financial Services explains why his mum is his biggest inspiration.
The New Model Adviser® Quiz of the Week
Think you know all there is to know about this week’s news? Why not prove it, and have a go at the New Model Adviser® weekly quiz.
Five minute adviser profile: Peter Lawrence of Prime Time Financial
Peter Lawrence of Prime Time Financial explains why his favourite platform is Cofunds.
Six investment lessons from Tom Dobell
David Sandham recently met M&G star fund manager Tom Dobell. This is what he learned.
Life in the Fast Lane: Glassey’s clear vision for life coach scheme
Who helps the planners plan? Duncan Glassey, founder of Edinburgh-based Wealthflow, is trying to with a new service from his Financial Life Coaching business.
Five minute adviser profile: Caroline Banks of Caroline Banks & Associates
Caroline Banks talks about her plans for 2012 which include final RDR checks and visits to India, Malaysia and Singapore on behalf of the Million Dollar Round Table.
What do providers really think about ETVs?
A letter from Aviva shows providers may be ducking for cover over enhanced transfer value exercises.
Five minute adviser profile: Mark Potter of Ethos Financial Management
Mark Potter of Ethos Financial Management talks plainly about the need for transparency in order to move away from the 'smoke and mirrors' of finance.
Adviser Profile: Jersey's Wealth Financial Planning
Nick Carter and Ryan Lewis have built up recurring income quickly at their small, young firm, Wealth Financial Planning Jersey, eager to give themselves more time to indulge their adventurous pastimes.
Five minute adviser profile: Les Cantlay of Ware & Kay Financial Services
Les Cantlay, director of Ware & Kay Financial Services, talks about the importance of post-RDR training and the specific skills every adviser needs after 2013.
The New Model Adviser® Quiz of the Week
Welcome to New Model Adviser®’s new weekly quiz, where we’ll test how much attention you’ve been paying to all things IFA and otherwise over the last seven days.
The BBC, executive pay, and how I predicted the shareholder spring
Friday morning, 27 April 2012, found me sitting on the sofa at BBC Breakfast discussing bankers’ bonuses. What there wasn’t time to talk about in the few minutes allocated to our slot was the fact that I believe we are on the cusp of a new era.
Five minute adviser profile: David Williams of Jones Sheridan
David Williams, managing director of Jones Sheridan, started out as the ‘man from the Pru’ at 21 years old, but now runs a successful business that is 'retail distribution review compliant, profitable and growing'.
Peter Smith's plain speaking will be missed
It's not a natural reaction for IFAs to mourn the departure of a senior figure from the Financial Services Authority, but Peter Smith seemed to 'get' investment in a way many from the regulator hadn't.
Five minute adviser profile: Ian Starkey of Starkey Financial Planning
Ian Starkey explains how becoming a Chartered Financial Planner is his greatest achievement to date.
How costly will Matthews' 'golden hello' prove?
Aviva has an outstanding candidate to replace chief executive Andrew Moss within its ranks. But will Trevor Matthews' place at the heart of the directors pay row prove too much for sharholders to stomach?
The New Model Adviser® Quiz of the Week
Welcome to New Model Adviser®’s new weekly quiz, where we’ll test how much attention you’ve be paying to all things IFA and otherwise over the last seven days.
Provisio's Whiteley aims to break record in son’s memory
Hertfordshire-based adviser Andrew Whiteley is aiming to break a record in his fundraising efforts for a charity he set up following his son’s death from a brain tumour.
Adviser Profile: David Crozier has steered Navigator Financial Planning back on course
David Crozier has put Navigator Financial Planning back on the map as a small, nimble firm after a merger with European giant MLP unexpectedly misfired and, with Catherine Greeves back on board, is growing the business.