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Next Gen

Sign up for our Next Generation Adviser event!

On 22 June Citywire is hosting an event aimed at young advisers and wealth managers, sign up here!

Cheshire-based Xentum looks for planner to join ranks

Cheshire-based Xentum is looking to bolster its ranks with the addition of a new financial planner.

Fresh faces: Taylor takes on ethical challenge at Castlefield

Paraplanner Liam Taylor has taken on the challenge of ethical investing at Manchester-based Castlefield.

Professional bodies pledge to support social mobility with apprentice standards

Six leading professional bodies have joined forces to support a new apprenticeship standard it is hoped will make the path into advice much easier for many young people.

Nutmeg: we are better in a crisis than traditional DFMs

Online propositions better for clients in a financial crisis than a traditional discretionary fund manager (DFM) according to Nutmeg.

London IFA boosts ranks with chartered planner hire

London-based Plutus Wealth Management recently bolstered its ranks with the addition of chartered financial planner Ruban Sanmuganathan, who joins after nearly 10 years as a private client director at EQ Investors.

Adept administrator adds client contact to her CV at Lancashire IFA

Lancashire-based Acumen Financial Partnership is proving that new advisers do not need to be straight out of university to deliver a fresh approach.

Rochester-based IFA puts succession planning in practice

Rochester-based Direct Financial Planning has capitalised on family ties to secure its next generation strategy.

Young IFA makes ‘lite’ work of pension advice allowance with £499 offering

One young IFA is making the most of a recent Treasury announcement by heading up a £499 pension advice offering.

Fresh Face: Murphy's Stark is no 'spare part'

Self-deprecating Ciaran Stark has swapped academic success for a rung on the financial planning ladder as Murphy Wealth's chance hire.

Video pick
Play CEO tapes: 'The only reason you get fired is relationships'

CEO tapes: 'The only reason you get fired is relationships'

In the second instalment of Citywire's video interview with asset management chief executives, we discuss why relationships are more important than assets in fund management.

7 Comments Play CEO tapes: ‘I couldn’t hack the lad culture anymore’

CEO tapes: ‘I couldn’t hack the lad culture anymore’

Citywire recently spoke to chief executives at some of the UK's biggest asset managers. In this video they talk about how a 'lad culture' is hampering diversity in fund management.

NMA Profile
Adviser Profile: Andy Rowe of Evolution Financial Services

Adviser Profile: Andy Rowe of Evolution Financial Services

Andy Rowe has secured a number of significant acquisitions as he looks to assemble a talented team that can help Evolution Financial Services achieve its ambitious goals.