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Latest News - Ian Horne

Michelle Hoskin: what makes a successful financial planning business?

What makes a successful financial planning business? That is one of the main topics we will explore in our upcoming New Model Adviser® Roadshow, which stops in Manchester, Glasgow, Chepstow, Bournemouth and London.

Birmingham IFA boosts assets to £350m with acquisition

New Model Adviser® Top 100 firm Wealth Solutions, based in Edgbaston, Birmingham, has bolstered assets under advice by more than £60 million following the acquisition of Kingsley Financial Planning.

Fighter pilots & stand-up: five lessons from Citywire South West Retreat

Following another highly successful Citywire South West Retreat at the Marriott St Pierre, Chepstow, UK head of audience development Ian Horne rounds up some key lessons from a packed two days.

Cost, control & clients: why four IFAs got discretionary powers

Asking whether IFAs should obtain discretionary powers could not come at a more topical time, as Mifid II is set to make working on an advisory basis into 'a nightmare' according to some advisers.

‘It’s all about client outcomes’: why advisers are looking towards discretionary powers

Why should IFAs consider gaining discretionary powers? That was the hot topic at the Citywire studio, where we were joined by Lee Robertson, Paul White, Isabel Sinclair and Kevin Forbes.

CII hosts big conversation on risks facing women

The Chartered Insurance Institute (CII) is hosting an event highlighting the specific risks facing women.

Sponsored CPD podcast: under the bonnet of multi-asset

Find out about factoring in investment risk and claim 45 minutes of structured CPD all in one go

Adviser Profile: Paul Hayden Jones and Graham Kilkelly of Hayden Kilkelly

Paul Hayden Jones and Graham Kilkelly are taking clients on a journey through time at Hayden Kilkelly, in a bid to explore deeper dimensions of planning

Spring snaps: more pics from our visits to advice firms

Check out the latest load of pics from our travels around the UK visiting advisers, from April to June 2017.

Big city slickers: The lowdown from Cardiff and St. Asaph

Video pick
22 Comments Play 'We're just a bunch of white dudes sitting here': fund manager CEOs on gender

'We're just a bunch of white dudes sitting here': fund manager CEOs on gender

In our brand new series, eight CEOs discuss how the industry could do a better job for female fund managers.

29 Comments Play Higher FSCS bills are the price of pension freedoms says Kinnock

Higher FSCS bills are the price of pension freedoms says Kinnock

Advisers largely supported the pension freedoms and must now pay the price for defined benefit (DB) transfer mis-selling, according to Labour MP Stephen Kinnock.

NMA Profile
Adviser profile: Graham Wingar of Future Asset Management

Adviser profile: Graham Wingar of Future Asset Management

When David Wingar appeared as a New Model Adviser® cover star in 2008, his son Graham was in the middle of an engineering degree at Cardiff University. A lot has changed since then.