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Next Gen

Entries open for the 2017 Top 35 Next Generation Advisers

Entries are now open for the New Model Adviser® Top 35 Next Generation Advisers of 2017.

IFA duo tap into millennial market with tech-based venture

Advisers Jo Little and Alfie Mullan have launched an advice firm pitched specifically at young ‘tech entrepreneurs’.

Don't sign on the dotted line: IFAs start e-signature campaign

A group of IFAs have begun a campaign pressing providers to offer electronic signatures for pension products, so they can ‘go green’ and move to paperless offices.

Postgrads follow the path of parmos up north

Darlington-based Postcard Planning is looking to hire graduates.

Para-Sols invests in paraplanning potential

Darlington-based Para-Sols has taken on five graduates this year.

Robo roundtable: 'pimply youths' are future of advice

There were some scathing comments beneath New Model Adviser®’s recent robo-advice roundtable, but advisers cannot dismiss the 'pimply youths' who took part.

Why firms must recognise and hire young talent

Rio Stedford was diploma qualified at 21, and a senior paraplanner at 23, but thinks too many firms aren't willing to take on young people even when they have passed their exams.

US president's tips stopped me being a busy fool

Distinguish between jobs that are important and jobs that are urgent to boost productivity in your business.

Equilibrium goes digital with 'one-stop' planning portal

Cheshire-based Equilibrium Wealth Management is launching an online portal for clients.

Brett Davidson: Millennials won't stick around and that's fine

The next generation are scarily smart and looking for fulfilling careers. The financial planning profession is well placed to provide them, but only if we are good enough.

Video pick
Play Video: Ravenscroft's Harries homes in on themes not forecasts

Video: Ravenscroft's Harries homes in on themes not forecasts

Mark Harries, head of investment management at Ravenscroft, is overseeing the launch of onshore versions of the firm's offshore funds

7 Comments Play CIO Tapes: 'passive funds are anti-capitalist'

CIO Tapes: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

NMA Profile
Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.