Profile: Philbin on the opportunity explosion in fund selection
The veteran fund selector expains how his role resembles football management
Adviser profile: Carl Roberts of RTS Financial Planning
Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.
Adviser profile: Tom Wilcox-Jones of White Oak Financial Planning
Proud Welshman Tom Wilcox-Jones last year decided to escape the rat race and return home for the sake of his young family. With the help of former colleagues he has started a new chapter with White Oak Financial Planning.
NextGen: Advisers should teach finance to the young
At age 24, New Model Adviser’s youngest Rising Star of last year explains how firms can benefit from visiting schools and universities and developing new business propositions
Profile: defining the benefits of LDI for private clients
Peter Doherty recently went finance-sector viral after sharing his bracing views on investment consultants.
Adviser profile: Carolyn Gowen of Bloomsbury Wealth
Bloomsbury Wealth partner Carolyn Gowen has embarked on a mission to take her firm to the next level, through a project of self-improvement and confronting the management challenge.
Profile: inside European Wealth's radical restructure
Ismail was just over a month into her new role when the company announced that it would acquire a US-based firm, and shed its ‘European’ branding.
Adviser Profile: Rod Milne and Colin Hayden-Cook of HFS Milbourne
Rod Milne and Colin Hayden-Cook have transformed HFS Milbourne into Surrey’s flagship IFA for family law. The next step is embarking on a joint venture with a legal practice.
Adviser Profile: Stefan Fura of Furnley House
Stefan Fura has guided Furnley House into a strong position, doubling income in the past two years. Now the keen football coach wants to mentor the next generation by promoting advice and pitching the value of financial education
Profile: Affinity’s Julia Warrander on the importance of diversity
'Sometimes there are 10, sometimes 20 people around a table and, more often than not, I’m the only woman,' says the Affinity Wealth co-chief investment officer