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Next Gen: all the pics from our young guns event!

Young advisers and wealth managers came down to our event in London this week to hear about development, investment and more!

Old Mill sets the standard for a fourth year running

‘Empathy and warmth for clients’ helped power Old Mill to once again be awarded with best practice standard BS 8577 from Standards International.

Guildford IFA takes up CISI branch presidency

Guildford-based Chapters Financial director Keith Churchouse has been appointed president of the Chartered Institute for Securities & Investment (CISI) southern branch.

‘We put our business behind Transact’: IFAs reveal why they invested

The platform’s success has given shareholders a surprise windfall. Why did those invested from the beginning take a chance on the company?

Exeter IFA expands with office move

Exeter-based Cathedral Financial Management, which is celebrating its 25th year in business, is moving onto bigger and better things, with a relocation to the city’s cutting edge Science Park.

Bournemouth IFA teams up with uni for advice apprenticeship

Finding the next generation of advisers is a struggle, but Kevin Forbes, principal of Strategic Solutions, may have found, well, a solution. He has teamed up with Bournemouth University to launch an apprentice scheme.

Bath IFA helps launch new cashflow planning system

Jon Rolfe, a partner at Epoch Wealth Management, has helped launch a fintech cashflow modelling offering for IFAs.

Tartan titans: 20 more top advice firms from Scotland

As we approach the 600th issue of New Model Adviser® magazine, we look back at all the IFAs who have been on our cover over the years and we are kicking off in Scotland!

UK Wealth Service Awards: the winners revealed!

The first ever UK Wealth Service Awards were held on 23 May. Here are the winners

London calling: see all the pics from our event this week!

All the pictures from our On the Road event in London.

Video pick
7 Comments Play AJ Bell CEO: there will be six more months of replatforming pain

AJ Bell CEO: there will be six more months of replatforming pain

IFAs will have to endure another half year of replatforming trouble by provider-owned platforms, Andy Bell has said.

2 Comments Play Asset managers: 'There is going to be a distribution revolution'

Asset managers: 'There is going to be a distribution revolution'

In footage not used in our original CEO tapes videos, five CEOs discuss how distribution will change in the future. Will 'distribution' be revolutionised by technology the same way that Spotify changed music or the Kindle changed publishing?

NMA Profile
2 Comments Adviser profile: Mandy Dale and Chris Emery of Hanbury Wealth

Adviser profile: Mandy Dale and Chris Emery of Hanbury Wealth

Hanbury Wealth is growing, and Mandy Dale and Chris Emery have set their sights on more joint ventures in the future.