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

Cover Star Extra: Weitz gets on board Nick Train's trust

The director of Ashlea Financial Planning says clients have reaped the income rewards of Train’s trust.

Adviser profile: Diane Weitz of Ashlea Financial Planning

Diane Weitz has resisted overtures from consolidators as she seeks to make Ashlea Financial Planning a fully chartered and accredited firm.

Award launched for best ethical advice and investment firms

Consultancy Worthstone has launched the Social Investment Academy: Impact Awards for professionals, including advisers and firms, which offer pioneering investment solutions that benefit society and the environment.

Chairman exits Glasgow firm two years after Standard Life acquisition

Munro Partnership chairman Stephen Munro has left the business two years after it was bought by Standard Life-owned national advice firm 1825.

Easy come, easy go: ATS looks to drop Figaro platform tech

Alliance Trust Savings is looking to drop JHC Figaro stockbroking software for its own proprietary technology on the Stocktrade platform, New Model Adviser® understands.

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.

Tenet group chief exec Greenwood to retire

Tenet group chief executive, Martin Greenwood, will retire before the end of the year, New Model Adviser® understands.

‘We put our business behind Transact’: IFAs reveal why they invested

The platform’s success has given shareholders a surprise windfall. Why did those invested from the beginning take a chance on the company?

Cold called investors left high and dry by £3m wind farm scheme

Investors in a multi-million pound wind farm project are crying foul after the company running the scheme was put into administration and their money lost.

Cover star investing: 'We need to educate clients about passive and active'

Having left a network last year, Essendon Financial Planning now offers clients a wider range of investments

Video pick
1 Comment Play 'An irrelevant and dangerous question': Train on rates fears

'An irrelevant and dangerous question': Train on rates fears

Finsbury Growth & Income manager gives short shrift to argument higher interest rates will erode the value of big consumer brands he owns.

18 Comments Play ‘I couldn’t define it’: We quizzed City workers on guidance vs advice

‘I couldn’t define it’: We quizzed City workers on guidance vs advice

We took a camera to the streets to ask City workers whether they understand the difference between financial advice and financial guidance. The results speak for themselves.

NMA Profile
Adviser profile: Steve Buttercase of Verve Investment Planning

Adviser profile: Steve Buttercase of Verve Investment Planning

After overcoming the loss of his father and fighting depression, Steve Buttercase is now on a mission to help clients find happiness at Verve Investment Planning.