Rohan Sivajoti

NextGen Planners becomes Plannex

Companies

NextGen Planners becomes Plannex

‘We have outgrown the name NextGen’

clock 10 July 2025 • 2 min read
NextGen Planners receives minority investment from entrepreneur James Ashford

Companies

NextGen Planners receives minority investment from entrepreneur James Ashford

Ashford takes 10% equity stake

clock 07 November 2024 • 2 min read
AI adoption not a 'must' for advice industry but it can leverage services

Your profession

AI adoption not a 'must' for advice industry but it can leverage services

‘You are not struggling for clients, so it is a great place to be.’

clock 01 May 2024 • 1 min read
PA360: Advisers urged to harness TikTok as attention spans decline

Your profession

PA360: Advisers urged to harness TikTok as attention spans decline

'I can see attention spans massively decreasing in the next few years’

clock 26 April 2024 • 1 min read
'Everything gets better' — why D&I in advice recruitment matters

Your profession

'Everything gets better' — why D&I in advice recruitment matters

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

clock 19 June 2023 • 3 min read
Why diversity of thinking is critical for both adviser and client

Your Business

Why diversity of thinking is critical for both adviser and client

Why taking your shoes off has never been so important…

clock 13 October 2022 • 3 min read

Your profession

NextGen launches 'Blast Off' programme for financial planners

50% focus on the person

clock 15 September 2020 • 1 min read

Your profession

Adviser frustration after LIBF emails SJP opportunities to course trainee

'Investigating our systems'

clock 08 April 2019 • 2 min read