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
My career in advice so far: Rachel Naulls of Informed Financial Planning
Financial education is needed to teach the basics and destroy the stereotype that financial services are for old men in draughty offices.
NextGen investing: What we mean by the 'wealth preservation business'
In the first of a new series, Amyr Rocha-Lima shares Holland Hahn & Wills' investment philosophy and why he's sticking with value investing
All I get is wild thoughts: Jamie Kyte's career in music
First Wealth's Jamie Kyte outlines his career in advice so far...through music.
NextGen's Carolan appointed Xentum managing director
NextGen Planners co-founder Adam Carolan has been appointed managing director of Cheshire-based Xentum.
NMBA to open applications for apprenticeship programme
SimplyBiz-affiliated New Model Business Academy (NMBA) will soon be taking applications for the first year of its apprenticeship programme which will require firms to put in 10% of training fees, or around £900.
Ur pension ok hun? 15 facts about millennials and auto-enrolment
The Pensions Policy Institute (PPI) has published a briefing note on the impact of auto-enrolment (AE) on younger people and future generations. We have rounded up the most important of its conclusions.
NextGen: Advisers should teach finance to the young
At age 24, New Model Adviser’s youngest Rising Star of last year explains how firms can benefit from visiting schools and universities and developing new business propositions
My career in advice so far: Zoe Aldridge
25-year-old Zoe Aldridge is an advocate of financial planning graduate schemes
Welcome to the Jungle: Gemma Siddle's music milestones
Eldon Financial's Gemma Siddle outlines her career in advice so far...through music.
Boutique tapes: if you want to get rich, work for Goldman Sachs
In the first edition of a four-part series, four boutique bosses reveal how they convince top fund managers to join them.
Frenkel Topping chair: why we are going it alone after sale attempt
Frenkel Topping executive chairman Paul Richardson told New Model Adviser® the company did not sell as planned last year because it realised it could grow as a company without the aid of a strategic partner.
Adviser profile: Claire Phillips of First Wealth
Despite plans to cut client numbers in half this year, Claire Phillips says First Wealth is committed to closing the advice gap and improving financial education