Tech spend: is it worth it?
We launched the NextWealth Directory because we want to support advice businesses in conquering your tech stack, to help firms thrive in challenging times.
Login
The DFM dilemma: Is agent as client putting the risk on advisers?
Heather Hopkins' article on the 'The DFM dilemma: Is agent as client putting the risk on advisers?' has been published in Money Marketing.
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.
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.