UK Fund Distribution Strategy – Central Influence, Local Choice

Good news for Timeline and Transact users

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’.

MPS Proposition Comparison Report

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.

A free health check for your tech

In our conversations with financial planners from businesses both large and small, a common theme that emerges when we talk about technology is the under utilisation of existing tech within the business. “Using a Rolls-Royce to do the school run”, is how one planner described his firm’s dilemma.

Lessons from the ‘Parmenion is not a platform’ debate

Heather Hopkins article on the 'Lessons from the ‘Parmenion is not a platform’ debate' is published on NMA.

Financial Advice Business Benchmarking

In conjunction with the Personal Finance Society (PFS), NextWealth have published a report on Financial Advice Business Benchmarks.