NextGen Planners

The programme will provide training on a variety of areas within advice

Female financial advisers make up just 16% of the total market

Three-quarters of advisers will be retiring in the next decade

Contemporary and modern advisers can be a ‘pivotal force for change’

Chris Budd believes it is important to create a financial plan to be happy

‘Look around your business and think what you could do better’

Panellists debate how AI will play out in financial planning

‘A planning centric approach is gaining more traction’

The industry’s best in technology, risk-profiling, client engagement and more

Podcast discusses the challenges of being a new advice business owner