Bigger is better, might makes right, size matters, scale is king. The flurry of M&A activity across the retail-investing supply chain in 2019 could easily lead one to the conclusion that heft is the way forward in retail investing.
We launched the NextWealth Directory because we want to support advice businesses in conquering your tech stack, to help firms thrive in challenging times.
Heather Hopkins' article on the 'The DFM dilemma: Is agent as client putting the risk on advisers?' has been published in Money Marketing.
Timeline Retirement Income Software announces data integration with Transact. We refer often to the quote made to us by the head of a financial planning firm who described her technology infrastructure as a ‘messy ball of string’.
NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.
