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.
Keith Richards: New guidance rules will be great for advice firms
New ruling means regulated firms can confidently develop guidance services, helping bridge the advice gap and solve next gen planner problems
London IFA launches robo-advice service
One-year-old, London-based advice firm FOL Wealth is using an automated advice proposition from Intelliflo to increase its client bank.
NextGen launches UK-wide workshops for young advisers
Group to offer training workshop for younger adviser.
Hundreds of firms enquire about PFS training scheme
A new financial adviser development programme, run by the Personal Finance Society, has interested hundreds of advice firms.
Newport IFA disappointed at financial planning course closure
Niche IFA director Ray Adams is disappointed that the University of South Wales has closed it financial planning course, after his firm recently hired two graduates.
Special report: professional bodies 'asleep at the wheel' on recruitment
The second part of our conversation with the NextGen Planners group.
Bond manager Binns focuses on capital preservation
Paola Binns says her Royal London Sterling Credit fund has performed well over the medium term and explains the philosophy of investing heavily in asset-backed securities and banks.
How contrarian view helps JPM manager hit new heights on UK equities
James Illsley has helped achieve impressive recent outperformance for the JP Morgan UK Equity Core fund, putting his faith in out-of-favour sectors such as mining and housebuilding
Adviser Profile: Ben Cordiner of The Financial Advice Company
Ben Cordiner took The Financial Advice Company from the rubble of an insolvent parent, and shaped a fresh firm looking to enhance its client bank with a younger demographic.