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Next Gen

Put your money on me: Tom Wilcox-Jones's career in music

A New Model Adviser® Next Gen cover star shares his journey through financial services with his top tracks along the way

From fact-finds to fund analysis: Next Gen reveal tech choices

Voyant Cashflow and FE Analytics are just two systems working well for Dominic McLoughney at Becketts Financial Services

IFA agony uncle: Chris Budd gives advice to his younger self

Would Chris Budd have started his own business if he knew what he knows now?

What US gun controversy says about the future of passives

In the wake of a string of shootings in the US, firms are facing calls to drop arms investments. Putting pressure on the fund giants to meet with gun manufacturers could be the best way to enact change

Adviser Workshop: How to make your business paperless

There is now more pressure than ever to go green, and businesses are no exception. With this in mind we asked the IFA profession how to achieve completely paperless business.

NextGen investing: Eldon Financial on 10 years as a passive convert

Eldon Financial crossed the Rubicon from active to purely passive investments 10 years ago. Does it still believe this was the right choice?

11 top tips on surviving your financial planning exams

New Model Adviser®'s Christine Dawson spent some time online asking the next gen Twittersphere for their tips on how they got through their exams. Here are some of the best bits. Enjoy!

We are young: Alasdair Walker's musical landmarks

Chartered financial planner Alasdair Walker has chosen these songs to describe his career so far in musical milestones.

'This is NextGen, we do things differently here'

The planning group has taken inspiration from a legendary Manchester figure, as it unveiled the speakers for its annual conference in the city in October.

How the quiet robo revolution will transform advice firms

In a poll at the New Model Adviser® conference earlier this year, 37% of advisers said robo-advice would be their biggest threat in the next 10 years. But firms can use automated technologies to help compete

Video pick
2 Comments Play 'How can you sleep at night owning these shares?' CEO Tapes

'How can you sleep at night owning these shares?' CEO Tapes

Do not miss the first two minutes of this film as Richard Buxton reveals how he was challenged by a client for owning shares in a certain company.

5 Comments Play Fees roundtable: 'If one in three says you're too pricey, that's about right'

Fees roundtable: 'If one in three says you're too pricey, that's about right'

How much is too much when it comes to paying for advice? Step forward Alan Smith, Kay Ingram and Vijay Thakkar to discuss charging, fees and the advice gap.

NMA Profile
8 Comments Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.