Financial Advice Business Benchmarking
NextWealth and the PFS have joined forces to publish a report on Adviser Business Benchmarks. The report is free to download here.
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Josh Butten of boosst talks adviser tech
Josh Butten was born to be a financial planner and he exudes enthusiasm about his chosen profession. We met at the NextGen Conference in Manchester and got to talking adviser tech. boosst are serious about tech. They self-describe as “a business that embraces new ideas and strives to make the best use of technology as it evolves.” And they take their tech seriously as I found out when I spoke to Josh.Â
Popular Tech Amongst Financial Planners
We wrote a blog post for Voyant's website. We discuss some of the findings from our research in launching this directory.
Excel for cashflow planning
Excel is used for cash flow planning by about 7% of financial planners. I spoke to a financial planner last week who said she uses Excel spreadsheets to run cash flow planning.
NextWealth Directory Launch
Today we launched the NextWealth Directory to allow financial to learn from the successes - and mistakes - of their peers to run more efficient, profitable and scalable businesses. The NextWealth Directory profiles and rates the technology companies that support the UKs financial advice businesses - with over 1,400 reviews of individual components of adviser technology systems at launch.
2 minutes with Alasdair Walker of Hunter, Aitkenhead & Walker
Alasdair Walker, of Chartered firm Hunter, Aitkenhead & Walker doesn’t mince words when it comes to the state of the technology supporting adviser businesses: “it’s all terrible”, he says with his tongue firmly in his cheek.
