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Next Gen

Blog: A week switching from cards to cash shocked me

After a week of getting back to cash, our reporter Christine Dawson argues fin-tech risks driving a wedge between us and our finances.

Attention! Unexpected advice in the bagging area

Fin-tech company Scalable Capital said it has spoken to companies about providing white-labelled robo-advice services similar to the way some supermarkets offer customers insurance and credit cards.

London IFA hires trainee amid plans to expand North

Rose & North has hired a trainee financial planner and is looking to expand the business in to Norwich.

Forget politicians, it's tech that will change pensions most

Using technology to communicate with clients and to offer new and different propositions will bring pensions into the digital age

Robo roundtable: Restricted advice like buying an ill-fitting suit

Three leaders of robo advice firms discuss whether they offer advice, and offer their opinions on the advice vs guidance distinction, in the first of our series of videos.

Advice on pension transfers from a next generation planner

DB transfers can look attractive for clients and next generation planners have a responsibility to deliver 'proper' planning

Cradle to grave planning key to serving the next generation

Identify the needs of your future customers and make sure you are equipped to serve them, says TCC's Andy Sutherland.

Adam Carolan: Four observations on young clients

Having not been tarnished by the financial sins of the past, the next generation of clients are more trusting and should be approached differently.

Online investment firm cuts management fees for under 18s

Robo-advice firm ETFmatic has cuts its fees for investors aged under 18.

Thomas takes on uni grad Jones as a trainee

Pembrokeshire-based Thomas and Thomas Finance has hired Emma Jones as a trainee financial planner.

Video pick
1 Comment Play Ping pong planners: IFAs take up our table tennis challenge

Ping pong planners: IFAs take up our table tennis challenge

Advisers serve up some news on their business plans as New Model Adviser lays down a table tennis challenge.

45 Comments Play Robo roundtable: Restricted advice like buying an ill-fitting suit

Robo roundtable: Restricted advice like buying an ill-fitting suit

Three leaders of robo advice firms discuss whether they offer advice, and offer their opinions on the advice vs guidance distinction, in the first of our series of videos.

NMA Profile
Adviser Profile: Ian Browne and Helen Lindo of Russell Ulyatt

Adviser Profile: Ian Browne and Helen Lindo of Russell Ulyatt

Ian Browne and Helen Lindo want to expand Russell Ulyatt, but having learned a harsh lesson when overreaching too soon, they have tightened procedures and have long-term plans in place