Latest News - Elliot Smith
How to set up a charity proposition
Elliot Smith speaks to two advice firms who have gone beyond raising money for charity and are looking to make philanthropy a part of the businessBy Elliot Smith - 18 March 2019, 14:33
SimplyBiz nudges nearer to network model
Elliot Smith explores the fine line between support services and full-blown networks as SimplyBiz offers advisers a network-like proposition that, it claims, preserves autonomy
Cofunds complaints rise after year of tech trouble
Aegon's Cofunds platform had the second highest number of investment complaints raised with the Financial Ombudsman Service (FOS) in the second half of 2018.
Meet Xentum’s rising financial planning stars
Last week New Model Adviser® met the young advisers of Manchester-based financial planning firm Xentum
Exclusive: Charles Derby to rebrand as Quilter Financial Advisers
National advice firm Charles Derby is to rebrand as Quilter Financial Advisers following its acquisition, New Model Adviser® can reveal
Balance's Aldridge: a diverse workforce is a no-brainer
Balance: Wealth Planning bucks the trend with four out of its five planners being women, but managing director Rebecca Aldridge says the profession needs to improve its image
Seven senior women share stories of success and struggle for International Women's Day
Confidence, fearlessness to speak up and finding the right support team are some of the ways seven influential women have fought gender imbalance to rise to the top
Schroders completes £56m staff overhaul ahead of Lloyds launch
Schroders booked £56 million in additional staffing costs as a result of a restructure programme ahead of the launch of its joint venture with Lloyds this year
SimplyBiz nets £7m profit as 'beneficiary of changing regulation'
Support services provider SimplyBiz has posted an operating profit of £6.8 million despite £3.6 million in IPO costs.
Nutmeg's Caplan: Women can be reluctant to speak up
‘The profession won’t change unless women say: “I don’t care, I’m good at what I do”’