The biggest stories of 2017 with Phil Young

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Zero managing partner Phil Young talks DB transfers, replatforming and the asset management study with New Model Adviser editor Will Robins over a Christmas cracker or two. Listen out for cringe-worthy Christmas finance jokes as well.

14 Dec 2017 English United Kingdom Business · Investing

How to support vulnerable clients and spot concerning signs

Connor Broadley adviser Olivia Perry shares her insights on how to best serve vulnerable clients and why the sector needs to centre their needs.

9 Oct 10 min

Moneybox to launch new AI-led advice proposition

Brian Byrnes from Moneybox tells Citywire what the new advice offering will look like and why Moneybox is hiring for advisers to give AI-driven advice.

2 Oct 15 min

Compliance risks, US PE and movements in the M&A market

Harry Cotton from Thistle Consulting tells Citywire what compliance challenges IFAs are facing, how to keep up with regulatory scrutiny, and just why the UK is such an attractive market for US PE.

4 Sep 20 min

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.

21 Aug 35 min

AML checks, choppy valuations and SJP exits

NMA journalists delve into their stories on anti-money laundering checks, the latest PE-backed adviser sale and the latest on advice firms leavings SJP.

17 Jul 21 min