Latest News - Christine Dawson
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.
Adviser profile: Martin Cawley of Devonshire Wealth Management
Martin Cawley of Devonshire Wealth Management says cashflow modelling still marks new model firms out from the majority of UK advisers.
Adviser profile: Claire Phillips of First Wealth
Despite plans to cut client numbers in half this year, Claire Phillips says First Wealth is committed to closing the advice gap and improving financial education
IFAs gain discretionary powers to avoid Mifid II ‘nightmare’
Avoiding the ‘administrative nightmare’ of investing clients’ money on an advisory basis is the main reason IFA firms are obtaining discretionary fund management permissions, according to a survey of New Model Adviser® readers.
Ethical investing takes off as funds outperform
Christine Dawson finds ethical investments are achieving attractive returns, but some fund firms may be merely paying the strategy lip service as the sector emerges as an increasingly popular choice.
IFAs rethink fossil fuels after '$22tn carbon bubble' warning
Advisers are looking at alternatives to fossil fuels for their investments after a 'thought-provoking' talk by futurist Ed Gillespie at the New Model Adviser® conference.
Adviser Workshop: How to inform clients about Bitcoin
Serena van der Meulen and Martin Bamford discuss the explosion of cryptocurrency, and how they handle client enquires about investing in the speculative assets.
Adviser Workshop: How to write a book on financial planning
Nicola Down and Keith Churchouse explain how they made their first forays into publishing.
IFAs could take out 'surety bonds' to cut FSCS costs by 8%
The regulator is floating the idea of advice firms taking out surety bonds to prevent customer claims falling to the FSCS unnecessarily.
Attention! Unexpected advice in the bagging area
Fin-tech company Scalable Capital said it has spoken to companies about providing white-labelled robo-advice services similar to the way some supermarkets offer customers insurance and credit cards.