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Ascentric chief exec exits after replatforming first stage

Chief executive of Royal London’s platform Ascentric is stepping down from his position.

Fees roundtable: 'If one in three says you're too pricey, that's about right'

How much is too much when it comes to paying for advice? Step forward Alan Smith, Kay Ingram and Vijay Thakkar to discuss charging, fees and the advice gap.

'How can you sleep at night owning these shares?' CEO Tapes

Do not miss the first two minutes of this film as Richard Buxton reveals how he was challenged by a client for owning shares in a certain company.

GDPR data dilemma looms large for advice giants

New privacy rules come into force tomorrow. But in advice, where keeping records is vital to fighting future complaints, how have firms struck the balance? New Model Adviser® asked some of the biggest advice businesses and found contrasting approaches.

SJP restructures board following Bellamy’s departure

St James’s Place (SJP) has restructured its board with chair and director Sarah Bates retiring from her positions.

Adviser workshop: how to use cashflow planning tools properly

In the wake of Rory Percival saying that the Financial Conduct Authority had 'effectively mandated' the use of cash flow planning, we ask advisers with experience of the tool for their top tips on getting cash flow planning right.

Record flows help Novia’s profits jump 110%

Record flows helped platform Novia’s profits increase by 110% for its year ending 31 December 2017.

Trump talk and oil's fall knocks FTSE from high

FTSE 100 knocked from all-time high as US president Donald Trump says he's 'not satisfied' with progress of trade talks with China.

Scottish stars: 20 firms we profiled north of the border

As we approach the 600th issue of New Model Adviser® magazine, we look back at all the IFAs who have been on our cover over the years, and we are kicking off in Scotland! (Part one).

FSCS begins DFM Strand payouts as £5.7m handed back

The Financial Services Compensation Scheme (FSCS) has paid out £5.7 million over collapsed discretionary fund manager (DFM) Strand Capital as distribution to investors has begun.

Video pick
2 Comments Play 'How can you sleep at night owning these shares?' CEO Tapes

'How can you sleep at night owning these shares?' CEO Tapes

Do not miss the first two minutes of this film as Richard Buxton reveals how he was challenged by a client for owning shares in a certain company.

5 Comments Play Fees roundtable: 'If one in three says you're too pricey, that's about right'

Fees roundtable: 'If one in three says you're too pricey, that's about right'

How much is too much when it comes to paying for advice? Step forward Alan Smith, Kay Ingram and Vijay Thakkar to discuss charging, fees and the advice gap.

NMA Profile
8 Comments Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.