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
'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.
‘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.
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.