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Aug 16, 2022

So I am making my small screen debut in this Panorama tonight – as a reporter not as the subject – check it out. Also features my Isle of Man adventure

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BBC Panorama

@BBCPanorama

Aug 16, 2022

Blackmore Bond collapse: FCA failed to act before people lost life savings #BBCPanorama is on @bbciplayer now and on @BBCOne at 9pm bbc.co.uk/news/business-

Scoop: Scottish Widows is closing the ex-Zurich platform and rebranding Embark

Exclusive: Scottish Widows to close ex-Zurich platform & rebrand Embark

Advance by Embark will be shut down later this year.

May 18

Exclusive: Custom indexing, the current next-big-thing in US wealth management, has arrived in the the UK market, with a launch from adviser platform Fundment

US custom index revolution arrives for UK advisers with Fundment launch

Exclusive: In a UK-first, platform Fundment is allowing advisers to build and run their own customised index funds, replicating a trend in the US market.

May 15

Interesting figure in FCA notice on Lighthouse -which escaped a fine for British steel transfers: 'During the Relevant Period, LAS advised on DB Pension Transfers totaling £655,046,598.26. Of that figure, £126,441,925 (or 19%) represented the sum transferred away from the BSPS'

May 15

Spent a lot of the past few weeks going like this on this story: The mystery of the custodian without FCA client money permissions citywire.com/new-model-advi

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LV= Insurance County Championship

May 13

👀

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@CountyChamp

May 13

Will we see Jamie Smith in an England shirt soon maybe? #LVCountyChamp

2:12

22.6K views

May 10

V.niche compliance question: if a firm has the FCA permission for this firm "may control but not hold client money" - what does "control" mean in that context? answers on the back of a postcard....

Who is excited for

's analysis of Tucker being fired. I am guessing he will somehow blame the FBI / Democrat establishment / Zelensky

Apr 23

Not the best start to this game

Great to see analysts at Liberum citing our private equity advice market analysis citywire.com/new-model-advi

Apr 17

Our latest deep dive into private equity's expansion into the UK advice market, with

@SelinBucak2

@JournoZach

Alicja Hagopian

Revealed: How the 34 PE-backed advice firms fared in 2022

Private equity-backed advisers continued to seize market share last year, but by digging into FCA numbers, we found not all of these firms are thriving.

Apr 11

Stop posting Succession spoilers you *****, sincerely all the people who havent had a chance to watch Ep2 yet

Apr 2

I am surprised there isn’t more political pressure on UK supermarkets right now for their price gauging. They can’t keep hiking prices as global commodities keep falling

Mar 30

surprised Ofgem didnt threaten to install a pre-payment meter in the Times offices

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Press Gazette

@pressgazette

Mar 30

Energy regulator Ofgem has threatened The Times and its head of investigations Paul Morgan-Bentley with unlimited fines unless they hand over notes and undercover footage from his recent prepay meters investigation. The Times says the threat is unlawful thetimes.co.uk/article/ofgem-

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Mar 15

With hindsight, buying some credit suisse shares was not my savviest move

Mar 8

a million times this

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Robin Brooks

@RobinBrooksIIF

Mar 8

Few things bring me as much happiness as watching the collapse in Russia's tax revenues on oil. The West is chronically underplaying its hand. We could lower the G7 price cap to $30 and push Russia into a financial crisis. Hard to fight a war when your economy is imploding...

Mar 2

Great to see the FT cite

@JamesFitzJourno

original scoop on Vanguard closing its UK advice arm, thanks

Huge exclusive from

Vanguard is axing its UK advice business.

Exclusive: Vanguard closes financial planning arm

Vanguard said it will refund clients all financial planning fees they have incurred from the service since they joined.

Feb 17

Not to spoil everyone's fun but surely send Leach out not Broad as the nighthawk

Feb 15

I wonder where Hargreaves likes its clients to put their money?

Feb 14

V interesting story from

@MeleyChloe

Swedish insurance giant Söderberg & Partners is launching in the UK with a new adviser platform... with help from ex-Novia CEO Bill, who clearly wasnt happy with the beach

Ex-Novia execs launch UK platform with Swedish wealth giant

Exclusive: Former Novia CEO Bill Vasilieff is to be chair and former COO Nick Raine is CEO.

Feb 13

Another top scoop from

@MeleyChloe

🔥

Exclusive: Aviva to transfer entire advice team to Succession

The insurer currently has 30 wealth advisers and 24 providing advice on equity release.

Feb 1

FNZ takes 7% in Nucleus - another stop story from

@MeleyChloe

FNZ took 7% stake in Nucleus before Curtis Banks takeover

Nucleus is due to replatform to FNZ within the next two years.

Jan 16

To look back on RDR 10 years on we made a 3-part documentary about how it transformed advice from sales-based commissions to a new model of financial planning First ep with

@david_ferguson

, FCA's David Geale and Phil Melville (our first ever cover star) citywire.com/new-model-advi

Jan 11

Here is a question. If Blackmore's financial promotions were accurate, as Mark Steward said they were last year, why did the FCA remove the permissions of the firm approving its information memorandums?

In this letter the FCA CEO goes to great lengths to maintain why Blackmore was not a scam and was a legitimate investment that was not missold. But then he also says the FCA shared info with the police about it (although human error meant not all info was shared) Hmmmm

Toon toon

Management consultants after seeing Curtis Banks accept a £240m takeover by Nucleus citywire.com/new-model-advi

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