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Next Gen

Four PFS grads share their top test tips

What is taking advice exams really like and how do graduates plan to use them?

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!

How robo-advice paid for my Champions League final ticket

The New Model Adviser® team reveal how their robo-advice investments have fared in the past 12 months, kicking-off with news editor Charles Walmsley who had invested via MoneyFarm.

After ditching A-levels for diploma 20 yr old Curd targets chartered

Charlotte Curd left school for an apprenticeship instead of finishing her A levels, but already has the diploma and wants to become the youngest ever chartered adviser.

'Timeline and Voyant add so much value': Next Gen tech choices

In this instalment of our next gen tech deep dive, Annetts & Orchard financial planner Tom Orchard explains the two reasons he likes Dynamic Planner, his two platform preferences and more.

Is this the way to Sedulo? Gareth Rose's eight music milestones

Sedulo chartered financial planner Gareth Rose has marked his career with these songs. See if you can spot a trend (ahem, Rihanna)

NextGen: How to invest pro sportspeople's money

On the first anniversary of his firm, managing director Sam Sloma explains why using just Vanguard and Dimensional does the job

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?

Video pick
8 Comments Play AJ Bell CEO: there will be six more months of replatforming pain

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.

2 Comments Play Asset managers: 'There is going to be a distribution revolution'

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?

NMA Profile
2 Comments Adviser profile: Mandy Dale and Chris Emery of Hanbury Wealth

Adviser profile: Mandy Dale and Chris Emery of Hanbury Wealth

Hanbury Wealth is growing, and Mandy Dale and Chris Emery have set their sights on more joint ventures in the future.