The Big Interview
The joint managing directors of SimplyBiz talk pension freedoms, the sunset clause and auto-enrolment.
The firebrand settles some scores as he waves goodbye to 30 years in advice.
Australia’s Financial Planning Association chief executive on how UK advice qualifications stack up against Australia’s.
“Making investment better. It’s not even an elevator conversation, I can say it when the doors are closing and get back to conventional silence.”
SEI Wealth Platform’s Brett Williams highlights the opportunities and challenges facing wealth managers and advisers.
Beaufort Group executive Simon Goldthorpe has built several businesses but misses being an adviser.
Partnership’s chief executive officer on why the market has misunderstood the Budget.
MetLife’s Simon Massey on the dangers of non-advised drawdown and the temptation to rush to market with products ahead of April.
The industry needs to crack the £50k pot problem, says the Aviva retirement solutions chief.
Morningstar’s Dan Kemp explains why great managers are like poker players and how investment banks undervalue theologians.
Conservative MP and former asset manager Richard Graham bemoans regulation that he says is holding back much needed innovation
The Personal Finance Society president sets out his stall for his year-long tenure
Standard Life’s managing director, adviser and workplace, on pulling together to solve post-pension reform advice problems
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
L&G Assurance Society chief executive John Pollock on the Budget bombshell and why the FCA needs to focus less on individuals and more on society
Tony Yousefian takes stock on an eventful year for his CV
Lansons chief executive Tony Langham tells advisers not to be in constant conflict with the MAS and to spend more on lobbying
MFP Wealth Management managing director says advice without qualifications felt like being a second-hand car salesman
Pension reform is an opportunity and a struggle for the industry
EY senior adviser Malcolm Kerr: “Sometimes you have to tell people a deal is ugly.”
Presented with a job at the age of 25, Stephen Message’s path to fund management is not an orthodox one
Pilot Financial Planning managing director Ian Thomas discusses escaping the corporate world and finding his advice niche.
TMI’s chief executive is preparing to integrate two businesses.
Regulatory consultant Richard Hobbs on compliance risks and influencing Government.
Rowanmoor MD Ian Hammond reflects on his career in the “over-political and over-regulated” world of pensions
Royal London manager Martin Cholwill’s UK Equity Income fund has collected £220m more cash than its nearest rival over the past year
True Bearing Chartered chairman George Citchley talks about filling the advice gap and outsourcing through discretionary fund management.
Joining the financial advice sector at the age of 21, Bellpenny chief executive Kevin Ronaldson says he was considered something of a rebel
Having blazed the trail for the UK wrap market 15 years ago, the RDR and its many unintended consequences are presenting fresh challenges for Transact as CEO Ian Taylor seeks his exit route.
Conservative MP Steve Baker says Government intervention in the economy is undermining freedom.
In his first interview since joining Miton, David Jane speaks to Money Marketing about pride and pragmatism.
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