The Big Interview
FOS interim chief executive Tony Boorman on getting to the heart of complaints and modernising the ombusman
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.
Lib Dem MP and Work and Pensions select committee member says ‘there’s no such thing as guidance’.
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.
Secondsight partner Matthew Mitten discusses the opportunities and challenges of auto-enrolment for advisers and their corporate clients
Phil Loney discusses protection rip-offs, the Royal London rebrand and the challenge of trying to be different
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 founders of software consultancy Precious Blue Dot say financial services firms have not shown much interest in investing in client facing technology but the increasing use of mobile devices will force a rethink.
Sue Lewis on delivering the Budget's retirement advice plan and why the independent and restricted labels are meaningless
The FCA’s Consumer Panel chair shares her views on how to make the Budget pension reforms work for consumers – and has some strong words for advisers
Pensions minister Steve Webb discusses the challenges of coalition Government and the big pensions challenge for the next pensions minister.
Money Marketing’s Outstanding Contribution to the Industry award winner recalls life before regulation.
Prydis Wealth managing director has big plans to grow his traditional financial advice business but also has grand plans for the direct to consumer market.
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.
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
Unbiased.co.uk chief executive Karen Barrett says today’s advisers cannot ignore technology and need to be multi-media aware. Interview by Amanda Newman Smith
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.
Father and daugther Stanley and Penny Lovell have both carved out successful careers in financial services and it looks a third generation is just waiting to carry on the family tradition.
It’s full steam ahead for MGM Advantage chief executive Chris Evans as head of a fully fledged life company
“To get noticed you need top-decile performance. Once you have the assets, as long as you beat the index then you will do well.”
Sesame Bankhall Group chairman John Cowan talks about his change of role following George Higginson’s departure and the industry’s inevitable move to restricted advice.
Standard Life head of platform propositions David Tiller reveals plans for a wrap-based alternative to pensions for high earners and argues that re-reg will be key if a wrap-platform were to face financial difficulty.
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
Vanessa Owen, head of annuities and equity release at LV=, champions a joined-up approach to fund retirement
PruHealth chief executive Neville Koopowitz explains the rationale of ’lifestyle health insurance’.
Mattioli Woods chief executive says a greater focus on costs caused by the RDR will lead to consolidation in the financial adviser market and the end of the small IFA.
IFP interim chief executive Steve Gazzard explains why doing nothing to financially educate consumers is unacceptable.
Personal Finance Education Group chief executive Tracey Bleakley explains why she does not want to go into politics
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.
Shadow housing minister Emma Reynolds was promoted to the shadow cabinet last month and already has big plans for her new role
Chris Hannant on foreseeing the recession and negotiating with the regulator
Ambitious about expansion, Peter Mann explains his vision for Old Mutual Wealth, where he recently became vice-chairman.
From managing a pop band to insuring a Mafia hitman, few people in financial services have had a career as interesting or varied as life insurance salesman Peter Rosengard.
The new Personal Finance Society president talks about improving professionalism in the industry and winning consumers’ trust
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.
Threadneedle CIO Mark Burgess says marrying stock selection with a broader economic view has played into the firms hands in recent years.