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Next Gen

IFA agony uncle: Chris Budd gives advice to his younger self

Would Chris Budd have started his own business if he knew what he knows now?

What US gun controversy says about the future of passives

In the wake of a string of shootings in the US, firms are facing calls to drop arms investments. Putting pressure on the fund giants to meet with gun manufacturers could be the best way to enact change

Adviser Workshop: How to make your business paperless

There is now more pressure than ever to go green, and businesses are no exception. With this in mind we asked the IFA profession how to achieve completely paperless business.

NextGen investing: Eldon Financial on 10 years as a passive convert

Eldon Financial crossed the Rubicon from active to purely passive investments 10 years ago. Does it still believe this was the right choice?

11 top tips on surviving your financial planning exams

New Model Adviser®'s Christine Dawson spent some time online asking the next gen Twittersphere for their tips on how they got through their exams. Here are some of the best bits. Enjoy!

We are young: Alasdair Walker's musical landmarks

Chartered financial planner Alasdair Walker has chosen these songs to describe his career so far in musical milestones.

'This is NextGen, we do things differently here'

The planning group has taken inspiration from a legendary Manchester figure, as it unveiled the speakers for its annual conference in the city in October.

How the quiet robo revolution will transform advice firms

In a poll at the New Model Adviser® conference earlier this year, 37% of advisers said robo-advice would be their biggest threat in the next 10 years. But firms can use automated technologies to help compete

My career in advice so far: Rachel Naulls of Informed Financial Planning

Financial education is needed to teach the basics and destroy the stereotype that financial services are for old men in draughty offices.

NextGen investing: What we mean by the 'wealth preservation business'

In the first of a new series, Amyr Rocha-Lima shares Holland Hahn & Wills' investment philosophy and why he's sticking with value investing

Video pick
9 Comments Play Exclusive: pensions minister urges self-employed to start saving

Exclusive: pensions minister urges self-employed to start saving

Pensions minister Guy Opperman has said that the government is still committed to its manifesto pledge to help the self-employed save for retirement, but in the meantime has urged the self-employed to start pension saving.

23 Comments Play Webb: I was not reassured after 1825 bought my IFA

Webb: I was not reassured after 1825 bought my IFA

After Standard Life's consolidator arm 1825 bought out his financial adviser, Steve Webb reveals his concerns about restricted advice and product recommendations.

NMA Profile
1 Comment Adviser profile: Martin Cawley of Devonshire Wealth Management

Adviser profile: Martin Cawley of Devonshire Wealth Management

Martin Cawley of Devonshire Wealth Management says cashflow modelling still marks new model firms out from the majority of UK advisers.