Monthly Roundup: Inheritance tax changes, FCA info requests and Aviva rumours.

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In the last month, both political parties set out their vision for the economy, the FCA requested more and more information from firms, and Aviva’s share price rose amid rumours of a sale.

16 Oct 2023 English United Kingdom Business · Investing

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

Gary Abela: AI is putting pressure on advice valuations

The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI,…

25 Jun 29 min

The Advice Show: Mike Ambery on the Pensions Commission

Mike Ambery discusses the Pension Commission on this week's show, including offering his thoughts on the future viability of the triple lock.

28 May 32 min

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