Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Next Gen

Advisers pick robo-advice as biggest threat of next decade

Robo-advice will be the biggest threat to IFA businesses in the next 10 yearsaccording to polling at the New Model Adviser® Conference and Awards, but training the next generation of young advisers was chosen as firms’ top business priority for 2018.

NextGen Planners founder: we are getting bigger and better

Speaking to New Model Adviser® ahead of the NextGen Planners conference, co-founder of the group Rohan Sivajoti sets out its next steps.

Marley to Metallica: Top 35 Next Gen advisers pick their top tunes

Our top 35 next generation advisers named their favourite songs. One band in particular received five mentions. Is it a next gen thing? Flick to the end to see

'Dad lost £195k from a bad DB transfer': IFA explains NextGen Planners inspiration

NextGen Planner co-founder Adam Carolan explains how advice to transfer out of a defined benefit pension led his father to lose his pension savings, and why this inspired him to found the NextGen Planners group.

Butler: I wouldn't choose an IFA which did not employ under 35s

Former Bloomsbury Wealth principal Jason Butler says he would not join a firm which has no advisers under 35, and explains why younger advisers may have an advantage for clients.

Fresh Faces: five young guns in advice

New Model Adviser® has been profiling the latest advice recruits as part of the Fresh Faces series. Here are five people we have profiled since August.

Top 35 Next Generation Advisers 2017: the key stats

All the key stats from the Top 35 Next Generation Advisers 2017, read through to finds out more about this year's list.

JK Rowling, Becks and the Rock: our Top 35 pick their dream dinner party

Advisers from the New Model Adviser® Top 35 pick their dream dinner party guests, featuring Harry Potter author JK Rowling, the Dalai Lama and, er, Dwayne 'The Rock' Johnson.

Editor's comment: we need collective effort to support women in advice

New Model Adviser® editor Will Robins argues there needs to be a collective effort from everyone involved in advice to recruit more women and support their promotion.

Editor's comment: I'm struggling to keep up with Next Gen IFAs

Thank you everyone who put themselves forward for this year’s Top 35 Next Generation Advisers. Entrants came packing serious qualifications, and to be honest we were surprised by just how high the standard was.

Video pick
10 Comments Play Watch: Ed Balls' DB transfer warning to chancellor

Watch: Ed Balls' DB transfer warning to chancellor

The former shadow chancellor has issued a warning to the current chancellor about potential DB transfer ‘mis-selling’ in pension freedoms.

Play We quiz Standard Life chief on 1825 and Elevate

We quiz Standard Life chief on 1825 and Elevate

In this final instalment of our exclusive interview, Standard Life chief executive Barry O'Dwyer answers Citywire's questions about the company's restricted advice arm 1825, and brands the Elevate platform deal a 'fantastic success'.

NMA Profile
1 Comment Adviser Profile: Stefan Fura of Furnley House

Adviser Profile: Stefan Fura of Furnley House

Stefan Fura has guided Furnley House into a strong position, doubling income in the past two years. Now the keen football coach wants to mentor the next generation by promoting advice and pitching the value of financial education