Mazars' Thursfield flies flag for female IFAs with award win
Women are making progress in the financial planning profession. One 27-year-old CF30 holder has furthered the cause by winning a top prize.
Next Gen: all the pics from our young guns event!
Young advisers and wealth managers came down to our event in London this week to hear about development, investment and more!
Old Mill sets the standard for a fourth year running
‘Empathy and warmth for clients’ helped power Old Mill to once again be awarded with best practice standard BS 8577 from Standards International.
Guildford IFA takes up CISI branch presidency
Guildford-based Chapters Financial director Keith Churchouse has been appointed president of the Chartered Institute for Securities & Investment (CISI) southern branch.
‘We put our business behind Transact’: IFAs reveal why they invested
The platform’s success has given shareholders a surprise windfall. Why did those invested from the beginning take a chance on the company?
Exeter IFA expands with office move
Exeter-based Cathedral Financial Management, which is celebrating its 25th year in business, is moving onto bigger and better things, with a relocation to the city’s cutting edge Science Park.
Bournemouth IFA teams up with uni for advice apprenticeship
Finding the next generation of advisers is a struggle, but Kevin Forbes, principal of Strategic Solutions, may have found, well, a solution. He has teamed up with Bournemouth University to launch an apprentice scheme.
Bath IFA helps launch new cashflow planning system
Jon Rolfe, a partner at Epoch Wealth Management, has helped launch a fintech cashflow modelling offering for IFAs.
Tartan titans: 20 more top advice firms from Scotland
As we approach the 600th issue of New Model Adviser® magazine, we look back at all the IFAs who have been on our cover over the years and we are kicking off in Scotland!
UK Wealth Service Awards: the winners revealed!
The first ever UK Wealth Service Awards were held on 23 May. Here are the winners
AJ Bell CEO: there will be six more months of replatforming pain
IFAs will have to endure another half year of replatforming trouble by provider-owned platforms, Andy Bell has said.
Asset managers: 'There is going to be a distribution revolution'
In footage not used in our original CEO tapes videos, five CEOs discuss how distribution will change in the future. Will 'distribution' be revolutionised by technology the same way that Spotify changed music or the Kindle changed publishing?
Adviser profile: Simon Lister and Craig McClurg of ML Financial Associates
For Simon Lister and Craig McClurg, setting up ML Financial Associates was an easy decision because of their unbreakable bond.