UK Fund Distribution Strategy – Central Influence, Local Choice

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.

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.