'It is like the IFP 30 years ago': inside the NextGen conference 2019

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Jack Gilbert does the rounds at the NextGen Planners Conference in Manchester, speaking to a host of familiar faces from the profession.

1 Nov 2019 English United Kingdom Business · Investing

The Advice Show: PWM’s Fiona Oliver

The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.

20 May 25 min

The Advice Show: Chris Jones

Chris Jones, Dynamic Planner's financial services director, joins this week to discuss the FCA's recent landmark reforms to the advice market, artificial intelligence and whether lower qualified advisers should be permitted to deliver advice.

24 Apr 33 min

Platform One: We get excited about AI, implementation is a different story

Platform One CEO Alex Cowan-Sanluis talks to Citywire’s Advice Show about the regulatory challenges of implementing AI and what advisers should be operating their own platforms.

2 Apr 28 min

Hayley Rabbets: There's nowhere to put new advisers

Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.

20 Mar 31 min

The risers and fallers in Citywire’s PE Leaderboard

Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice

3 Mar 27 min