Puma Investments: ‘We’re bullish on wealth firms for their service, not their scale’

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.

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.

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,…

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

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.