Amanda Newman Smith
Amanda Newman Smith became features writer at Money Marketing in August 2013. She initially joined Money Marketing in June 2000 to cover new products and started her career as a local newspaper journalist in London. She has also written features for The Daily and Sunday Express.
Advisers talk to Money Marketing about some of the notable client queries about accessing their pension pot.
Openwork’s chief executive on the opportunities for new financial services’ recruits to fill the advice gap
Old Mutual Wealth’s customer director says vertical integration should not hide weaknesses.
Just how high is the demand for e-books and apps for revision?
Diminimis aim to provide clarity around the regulatory responsibilities of advisers and discretionary managers.
The joint managing directors of SimplyBiz talk pension freedoms, the sunset clause and auto-enrolment.
The organisations behind the guidance guarantee have plenty of obstacles ahead. But for those unable or unwilling to pay for advice, its success is vital.
Hiring employees from a wide range of backgrounds benefits advice firms, their clients and employees.
Getting mortgage applicants to understand the full implications of being too ill to work is half the battle.
With membership fees based on the standard of advice given firms have a renewed focus on quality of business, not quantity.
Beaufort Group executive Simon Goldthorpe has built several businesses but misses being an adviser.
Will multi-asset income funds win the battle for retirement cash?
With the pension reforms expected to increase demand for advice, how can young hopefuls enter the industry?
The Seven Families campaign shows the value of emotional and back-to-work support that can often be overlooked.
Love it or hate it, many advisers will be familiar with mindmapping as a revision tool - but some are taking it a step further.
SEI Wealth Platform’s Brett Williams highlights the opportunities and challenges facing wealth managers and advisers.
The annuity market must adapt to survive in a world of pension freedom.
Can tax relief or auto-enrolment boost income protection?
The Certificate in Pension Scheme Member Guidance was designed for administrators but could also be useful for paraplanners and advisers.
Worthstone founder Gavin Francis is making it easier for advisers to help clients who want social, as well as financial, returns on investment.
Losing trail commission could have far-reaching consequences for small advice firms and their clients.
Using business property relief to mitigate IHT liability should not create unacceptable investment risks for older clients.
Standard Life’s managing director, adviser and workplace, on pulling together to solve post-pension reform advice problems
Support services firm Aim Two Three is helping advisers drill down into the discretionary fund management market
Profile: 'Another piece of the jigsaw falls into place every time I have a consultation with someone'
New WMA chief executive Liz Field on her whirlwind first few months in the job
The Government may have canned the tax relief associated with investing in solar power but similar opportunities remain in the renewable energy space
Soft compulsion could boost income protection take-up and cut costs to the welfare state. But is it viable?
Is self-employment the way to bring more women into financial services?
Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom
Goldmine Media helps advice firms get the best from digital marketing.
Pension reform is an opportunity and a struggle for the industry
Is the Good Money Week rebrand reflecting a broader trend?
Walker Crips is a different company from the stockbroking firm founded 100 years ago
Donor-advised funds are big in the US but relatively new to the UK
Is the AF2 business financial planning exam more relevant to advisers than they think?
Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance
A survey from reinsurer RGA has found the protection industry is predicting automated advice within five years.
Has the RDR broken the ice between investment trusts and advisers?
The Certificate in Advanced Mortgage Advice could help increase standards without regulatory intervention - but only for those who want to sit exams
TMI’s chief executive is preparing to integrate two businesses.
Leaving auto-enrolment to the last minute is a risky strategy for small and medium sized firms.
Rowanmoor MD Ian Hammond reflects on his career in the “over-political and over-regulated” world of pensions
Tax on pension death benefits is expected to fall but are radical plans for passing on pensions feasible?
Financial planner sheds light on latest technological wizardry in financial services.
Is there really any difference between unitised discretionary fund management and multi-manager funds?
True Bearing Chartered chairman George Citchley talks about filling the advice gap and outsourcing through discretionary fund management.
More restrictive investment choices are frustrating high-net-worth investors, the original audience for Sipps.
Is technology a business opportunity or a threat for advisers?
Negative numbers from the financial crisis are dropping out of investment funds’ five-year numbers but what does this mean for investors?
The Government is trying to balance flexibility and anti-abuse measures in its ambitious plans for pension reform.
Centralised investment propositions must suit the client to satisfy the regulator.
Fastrak service gives advisers a single view of platform and back office systems.
Can advisers and their outsourcing partners justify their fees to clients by demonstrating their differences?
Differentiation from other advisers is key for the Wingate FInancial Planning director.
Jacksons Wealth Management managing director Pete Matthew says advisers have nothing to lose and everything to gain from social media.
Is the PMI’s auto-enrolment certificate relevant to advisers?
Plan Money director Peter Chadborn tells Amanda Newman Smith the rationale behind Plan Direct, his firm’s online non-advised service
Graduate recruitment is expected to rise this summer but are financial services recruiters seeing any evidence?
Unbiased winner Claire Walsh’s recent job move reunites her with the man who helped her into the advice industry
Profile: Mike Seddon on the new platform rules and why the RDR has been good for the advice industry
Grayside Financial Services managing director and chairman of the Nucleus IFA advisory board talks about due diligence and thriving under the RDR.
Bestinvest’s chief executive talks about the merits of gaining a discretionary fund management business with brand recognition among IFAs
WealthHorizon chief executive Chris Williams talks about the potential for a simplified advice offering to meet mass market demand.
Do advisers need the ability to sell post-RDR?
Secondsight partner Matthew Mitten discusses the opportunities and challenges of auto-enrolment for advisers and their corporate clients
Profile: Alan Smith on the merits of small firms and why restricted advice is like shopping in three aisles of a supermarket
Capital Asset Management chief executive and the winner of this year’s Money Marketing small adviser of the year award talks about life at a small firm with big ideas.
The importance of building and communicating your brand should not be underestimated
Money Marketing’s Outstanding Contribution to the Industry award winner recalls life before regulation.
The large insurers are lagging behind mutuals when it comes to innovation in the protection market
People can hold strange things in their Sipps but is this dying out due to caution among providers?
Financial services firms are concerned about losing key staff to competitors, which is driving an increase in salaries
Financial advice and business consultancy firm Grant Thornton UK has broadened the selection process for its trainee programmes so that candidates are no longer automatically excluded on the basis of their exam results.
Genworth Europe’s Simon Crone says the private industry can step in when Help to Buy bows out and says he has plans to expand into the European market.
National Apprenticeship Week shone the spotlight on apprenticeships but some advice firms are already making the most of their young employees.
Principal Financial Solutions director Chris Daems talks about building client relationships through blogs, being a double winner at the Unbiased awards and advising on auto-enrolment
Greater efficiency and integrated systems will enable advisers to serve the mass affluent, says Distribution Technology’s chief executive.
The clients of tomorrow will be more self-sufficient, says Capita Financial Software managing director Adam Byford.
Lighthouse Group says ex-service personnel have a number of positive attributes which would suit a career in financial services.
A new Manchester venue for SJP’s training programme is aimed at candidates from the North East and Scotland.
It is important to stand out from the crowd when looking for a new job. Employers and recruitment experts share their top tips for improving your CV.
Building a business may be your client’s dream, but the self-employed face specific financial planning problems.
Steve Webb’s switchable annuities suggestion provoked a lot of criticism and many in the industry say we should be concentrating on improving the take up of enhanced annuities instead.
Financial services workers are less likely to be satisfied with their job than workers in many other industries.
The National Skills Academy for Financial Services wants more financial services firms to take on apprentices.
While the world was busy dealing with the RDR in 2013, Alastair Conway says James Hay has been planning for the future and working on product developments
Advisers reveal what’s on their wish lists for financial services for the new year.
Christmas comes just once a year but advisers can keep the festive spirit alive all year round by including some elements of Christmas in their client’s portfolios.
The low take-up of flexible drawdown has raised concerns this will be seen as a niche product that could be closed down if it was being used to raid pension pots
PruHealth chief executive Neville Koopowitz explains the rationale of ’lifestyle health insurance’.
IFP interim chief executive Steve Gazzard explains why doing nothing to financially educate consumers is unacceptable.
From their origins as welfare providers, friendly societies have always had a more personal approach to financial services and although they are having to adapt to the modern world this approach is paying off.
PFS Chartered Awards winner Robin Melley shares his thoughts on chartered status. Interview by Amanda Newman Smith
Investing ethically has always involved making a choice not to invest in certain companies but does that mean investors have to choose between profits and principles?
Many adviser firms have skills development plans but they need to look to the long-term not just the business’s immediate needs
As he approaches the end of his first year as chief executive, Andy Clark is determined that HSBC Global Asset Management will play to its strengths.
Borrowers are starting to see more competition and innovation in the mortgage market as lenders try to capitalise on the rising housing market.
Women need greater control over their finances to close the pension gap, but they can only do so much says Amanda Newman Smith.
Deposit account savers need to find another home for their money if they want to beat inflation. Amanda Newman Smith looks at the options.
Nucleus advisers can get help with their recruitment needs for £99 a month.
Chartered status is on the rise as more PFS members qualify.
St James’s Place is raising awareness of its Academy among women so clients will have more choice.
Even without using the new ability to use Aim stocks that qualify for business relief, one can mitigate IHT
Crowdfunding is changing the way that start-up businesses raise money but Amanda Newman Smith says this new investment model poses problems for advisers.
Apcims deputy chief executive says the current definition of independence means many of its members are unable to use the label. Interview by Amanda Newman Smith.
Can the protection industry cater for people who work past age 65? Amanda Newman Smith finds out.
Home-grown talent is underpinning growth in Scotland’s financial services industry
Recruitment firms are finding a rebound in the job market for paraplanners and advisers is tempered by a shortage of suitable candidates
The founder of Direct Life and Pensions has used his experience of financial services and technology to launch a comparison website and is offering advisers the chance to partner with the new venture
A new exam from the CII offers advisers a qualification in securities advice and trading. But is this an area that IFAs should be wary of?
Morgan Stanley’s vice president for institutional equities division.
A long-term solutions is still needed for Europe’s financial problems but invesment managers say 2013 will have opportunities, particularly for equities.
2012 ends the year much as it began, with quantitative easing, the eurozone crisis and squabbles over investment charges still in the news.
A review of the Sterling corporate bond fund sector raises the question of how much investment flexibility these funds need.
Outsourcing specialist areas of advice is one option that IFAs are looking at post-RDR. Does this work for offshore advice?
Degrees, masters or doctorates are options for advisers looking to raise their qualifications past chartered status.
A new initiative from St James’s Place offers an innovative way to keep the business in the family, reports Amanda Smith
PMI to launch MSc in sustainable retirement in partnership with Imperial College
With the RDR deadline approaching, providers are trying to ensure that IFAs are ready for the change
Sandringham Financial Partners managing director Steve Braidford is aiming to get the new restricted advice business off to a flying start.
Could the traditional network model be surviving on borrowed time?
Opting to join an adviser academy rather than going it alone can offer IFAs many advantages in preparing for QCA level four exams
Although QCA level four is the RDR minimum standard, many IFAs are already targetting QCA level six or chartered status, reports Amanda Smith
AMII chairman says the organisation should act as a monitor for the whole health insurance industry, reports Amanda Smith
Apollo Multi-Asset Management says it invests only in bespoke structured products created for its own requirements as these exceed the returns of retail products that cater for the mass market.
Fund of investment trusts manager Unicorn Asset Management says it does not think investment trusts will increase their market share following the retail distribution review.
Property consultants question whether the Government will do anything more than remove the 2 per cent conversion charge on Reits.
Multi-asset multi-manager confident now funds have track record.
Emotional Assets Management & Research sets fund targets.