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The Money Marketing Profile

DJane

Profile: Miton's David Jane reveals plans for his new funds

25 July 2014 | By Jon Yarker

In his first interview since joining Miton, David Jane speaks to Money Marketing  about pride and pragmatism.

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Profile: Tony Boorman on judging complaints and the human side of the FOS

17 July 2014 | By Tessa Norman

FOS interim chief executive Tony Boorman on getting to the heart of complaints and modernising the ombusman

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Alistair Cunningham

Profile: Alistair Cunningham on specialising and why social media is like the man in the pub

10 July 2014 | By Amanda Newman Smith

Differentiation from other advisers is key for the Wingate FInancial Planning director. 

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Profile: Pete Matthew on how advisers should use social media to raise them above the crowd

3 July 2014 | By Amanda Newman Smith

Jacksons Wealth Management managing director Pete Matthew says advisers have nothing to lose and everything to gain from social media.

Mike Thornton MP 700 x 450

Profile: MP Mike Thornton on guidance, automated advice and impossible targets

19 June 2014 | By Steve Tolley

Lib Dem MP and Work and Pensions select committee member says ‘there’s no such thing as guidance’.

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Profile: Claire Walsh on moving jobs and talking plain English

12 June 2014 | By Amanda Newman Smith

Unbiased winner Claire Walsh’s recent job move reunites her with the man who helped her into the advice industry

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seddoncrop

Profile: Mike Seddon on the new platform rules and why the RDR has been good for the advice industry

5 June 2014 | By Amanda Newman Smith

Grayside Financial Services managing director and chairman of the Nucleus IFA advisory board talks about due diligence and thriving under the RDR.

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Peter Hall on the Bestinvest/Tilney merger and a springboard into fund management

29 May 2014 | By Amanda Newman Smith

Bestinvest’s chief executive talks about the merits of gaining a discretionary fund management business with brand recognition among IFAs

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Profile: Chris Williams on why the advice gap is really an access to services gap

22 May 2014 | By Amanda Newman Smith

WealthHorizon chief executive Chris Williams talks about the potential for a simplified advice offering to meet mass market demand.

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Profile: Foster Denovo's Matthew Mitten on the highs and lows of auto-enrolment

15 May 2014 | By Amanda Newman Smith

Secondsight partner Matthew Mitten discusses the opportunities and challenges of auto-enrolment for advisers and their corporate clients

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Phil Loney on Royal London's D2C push and why advisers remain at the heart of the provider's plans

8 May 2014 | By Tom Selby

Phil Loney discusses protection rip-offs, the Royal London rebrand and the challenge of trying to be different

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Featured

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MM leader: The huge costs of last week's big news

26 September 2013

Last week’s announcements likely to have a huge impact on the advice sector. 

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Tony Wickenden: Investment bonds deserve another look

26 September 2013

Investment bonds seem to have fallen out of favour since the RDR but for the right clients they still have their attractions.

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In case you missed it...

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MM leader: Tackling the tough questions on Scottish independence

17 July 2014

In just two months’ time, the future of Scotland and the UK could be irrevocably changed.

Long term care 750 x 400

Lack of direction: Govt's guidance on long-term care advice falls short

11 July 2014 | By Steve Tolley

Advisers and providers believe the Government’s long-term care guidelines are too broad and don’t do enough to aid self-funders.

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