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Next Gen

My experience on the PFS apprenticeship programme

We hear firsthand what the Personal Finance Society's Aspire Programme is all about and how well it prepared one young entrant to financial services.

How to advise the next generation of female clients

Narrowing your target audience to just women may sound an unwise strategy. But the next generation of women may need a different approach when looking at investing.

Adam Carolan: What I've learned by charging fixed-fees (so far)

Xentum director Adam Carolan has started charging fixed fees. Here he explains why he has decided it is the best way to charge, and why it isn't easy.

Take the initiative and innovate, says our next gen panel

Firms need a culture that fosters innovation and enables advisers to generate ideas, according to a panel at the Citywire Next Generation Forum.

Check out all the photos from our Next Generation event

Young advisers and wealth managers got together at our Next Generation event in Shoreditch, London to discuss investment, innovation and the wonders of 'intrapreneurship'.

Robo-adviser Scalable Capital to launch pension offering

Scalable Capital is developing a Sipp service it will launch in the third quarter of this year.

Ex-Pru man to lead St James’s Place Manchester academy

Duncan Gregory, ex-financial planning director at Prudential Financial Planning, has been named head of business at St James’s Place academy in Manchester.

Next Gen Forum: Young advisers call for more soft skills training

Advisers think soft skills training is the most important element of learning for trainee advisers.

BlackRock takes stake in robo-adviser

Asset manager BlackRock has taken a stake in robo-adviser Scalable Capital.

Robo-adviser Moneyfarm to launch Sipp by end of the year

Digital advice firm Moneyfarm is developing plans to unveil its own Sipp in the third quarter of this year.

Video pick
Play CEO tapes 2: the right way to pay fund managers

CEO tapes 2: the right way to pay fund managers

In second part of our latest CEO series, seven fund bosses lift the lid on how they pay managers.

2 Comments Play Clive Woodward: How planners can reach peak performance

Clive Woodward: How planners can reach peak performance

In the latest of our exclusive videos, former England Rugby manager Clive Woodward explains the secrets behind boosting performance and cultivating the right attitude.

NMA Profile
Adviser Profile: Simon Landale of Lycetts

Adviser Profile: Simon Landale of Lycetts

Simon Landale is aiming to make charity-owned Lycetts the most ethical IFA in the country, drawing on a huge database of potential clients and attracting socially minded staff