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.
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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.
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
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.
Ray Tubman wants to take the smarts above the platform
Ray is a man brimming with ideas. He talks fast and his mind moves even faster. He was one of the architects of GBST Composer. He’s both a technologist and a successful businessman and he sees a future in which a layer sitting above the platform will make everyone’s lives easier.
Sam Seaton’s vision for super slick advice
Sam Seaton sees a world in which financial planners are able to help hundreds of people by using technology to deliver financial planning to the masses. She also sees a path to this nirvana.
