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Next Gen

NextGen Planners founder: we are getting bigger and better

Speaking to New Model Adviser® ahead of the NextGen Planners conference, co-founder of the group Rohan Sivajoti sets out its next steps.

Marley to Metallica: Top 35 Next Gen advisers pick their top tunes

Our top 35 next generation advisers named their favourite songs. One band in particular received five mentions. Is it a next gen thing? Flick to the end to see

'Dad lost £195k from a bad DB transfer': IFA explains NextGen Planners inspiration

NextGen Planner co-founder Adam Carolan explains how advice to transfer out of a defined benefit pension led his father to lose his pension savings, and why this inspired him to found the NextGen Planners group.

Butler: I wouldn't choose an IFA which did not employ under 35s

Former Bloomsbury Wealth principal Jason Butler says he would not join a firm which has no advisers under 35, and explains why younger advisers may have an advantage for clients.

Fresh Faces: five young guns in advice

New Model Adviser® has been profiling the latest advice recruits as part of the Fresh Faces series. Here are five people we have profiled since August.

Top 35 Next Generation Advisers 2017: the key stats

All the key stats from the Top 35 Next Generation Advisers 2017, read through to finds out more about this year's list.

JK Rowling, Becks and the Rock: our Top 35 pick their dream dinner party

Advisers from the New Model Adviser® Top 35 pick their dream dinner party guests, featuring Harry Potter author JK Rowling, the Dalai Lama and, er, Dwayne 'The Rock' Johnson.

Editor's comment: we need collective effort to support women in advice

New Model Adviser® editor Will Robins argues there needs to be a collective effort from everyone involved in advice to recruit more women and support their promotion.

Editor's comment: I'm struggling to keep up with Next Gen IFAs

Thank you everyone who put themselves forward for this year’s Top 35 Next Generation Advisers. Entrants came packing serious qualifications, and to be honest we were surprised by just how high the standard was.

The Top 35 Next Generation Advisers 2017

For a second year running we have compiled a list of the top Next Generation Advisers aged under 35. Well done everyone who made the final cut from a long and impressive list of entries.

Video pick
1 Comment Play Mark Barnett exclusive part 2: why I'm not buying Lloyds

Mark Barnett exclusive part 2: why I'm not buying Lloyds

In the second part of our exclusive video interview, Barnett explains why he has no intention of buying Lloyds, and where he sees the greatest income opportunities.

Play Mark Barnett goes back to basics after 'frustrating' run

Mark Barnett goes back to basics after 'frustrating' run

Invesco Perpetual Income and High Income manager says he has re-examined some of his major holdings after heavy share price falls.

NMA Profile
Adviser Profile: Warren Shute of Lexington Wealth Management

Adviser Profile: Warren Shute of Lexington Wealth Management

Warren Shute is committed to providing clients with a financial education at Lexington Wealth Management. The author, master’s student and master practitioner in neurolinguistics is also on a mission to be the best he can be