NextWealth Insights: Cash management and why it matters

NextWealth Insights: A conversation with Alasdair Walker

Heather Hopkins recently had the opportunity to sit down with Alasdair Walker MD at Handfield, Aitkenhead and Walker. You can listen to the full interview below where we gain Alasdair's view on financial advice during the current pandemic.

Iress’ Phil Quin Conroy says adviser tech is joining up the steps in the advice process

Adviser Productivity Tools

At NextWealth we decided to map the productivity tools being used by financial advisers to help spread the word about the tools that are working for other firms.

Adviser Technology Map

By combining insights from surveys, reviews from our Directory and conversations with advice professionals, we've been able to identify the most popular tools and providers that feature in UK advisers' tech stacks.

Rekeying to no-keying: what’s new in adviser tech

Greetings! In this month's NextWealth Adviser Tech newsletter we examine the shift from re-keying to no-keying, robos for retirees across the pond, replatforming and price wars.