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Next Gen

Manchester IFA looks to build clear advice career path

James Wetherall, director of Manchester-based IFA Wetherall’s, wants a clear career path for advice.

London IFA launches advice apprenticeship scheme

London IFA Unbiased Financial Analysis has launched an apprenticeship scheme for advisers.

FCA re-opens applications to robo-advice unit

The FCA has re-opened applications to its robo-advice unit, set up following the Financial Advice Market Review.

Guildford IFA launches financial planning app

Chapters Financial Planning has launched financial planning app Wealth Dashboard which targets millennials who have not previously engaged with planning their finances.

Rising Stars: The 35 top young advisers of 2016

We had a phenomenal response to our call to find the best young advisers. Here are the top 'Next Generation' advisers aged under 35!

London IFA becomes youngest ever PFS fellow

A 22-year-old wealth manager has made history by becoming the Personal Finance Society’s youngest ever fellow.

Gov't sets out advice apprenticeship standards

The government has published formal standards for advice apprenticeships including what they should consist of and how they should be examined.

Robo-adviser targets more than £10m in third fundraising

Robo-adviser Scalable Capital is looking to attract at least £10 million through a third round of fundraising in the new year.

Delay training to receive gov't funding, says Old Mutual advice school

The government apprenticeship scheme coming launching next year will mean advice firms could have up to 90% of adviser training fees paid for by the government.

Fresh faces: six of the newest recruits to financial advice

Here are six of the latest recruits to the financial advice profession.

Video pick
2 Comments Play Apfa head says FCA must control FSCS Sipp claims

Apfa head says FCA must control FSCS Sipp claims

Apfa director general Chris Hannant has said the regulator needs to deal with the issue of rising Sipp claims falling on the FSCS.

16 Comments Play PFS: IFAs need to rethink how they present cost of advice

PFS: IFAs need to rethink how they present cost of advice

Personal Finance Society (PFS) chief executive Keith Richards told New Model Adviser® why advisers need to rethink how they present the value and cost of advice.

NMA Profile
Adviser Profile: Steve Balmer of David Allen Financial Services

Adviser Profile: Steve Balmer of David Allen Financial Services

Steve Balmer is focused on delivering a personable and professional service at David Allen Financial Services, as the Cumbria-based firm looks to increase its reach further in 2017