Our guest on this episode is George Kinder. Internationally recognised as the father of the life planning movement, it’s fair to say that George has helped to revolutionise the financial advice profession.He founded the Kinder Institute of Life Planning in 2003 after three decades as a practising financial planner. He has trained more than 3,000 pr…

Robin Powell's guest on this episode is Sam Adams. Sam spent 17 years with Dimensional Fund Advisors — and much of that time in London, where he set up DFA’s European operation.In 2014 he founded Vert Asset Management in California. Vert designs and builds sustainable portfolios, educates investors and financial advisers about ESG investing, and he…

Our guest on this episode is Rohan Sivajoti. Rohan is one of the movers and shakers in UK financial advice. He founded the financial planning firm Postcard Planning, and is also one of the founders of NextGen Planners — a community for best practice in the profession.Whether you’re just starting out or you’re looking to take your firm to the next l…

Alan Smith, co-founder of Capital Asset Management in London, talks about how he and his business partner Donald Fraser built the firm into the success it is today. He also discusses the UK's changing advice landscape and why his firm charges fixed fees.Bởi Adviser 2.0