The Big Interview
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.
Regulatory consultant Richard Hobbs on compliance risks and influencing Government.
TMI’s chief executive is preparing to integrate two businesses.
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
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’.