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.
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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.
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.
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.
Talking Tech with Alan Smith, CEO of Capital Asset Management
Alan Smith runs a boutique wealth advisory firm in Central London, catering primarily to professionals from the tech, media and creative industries. A tech-savvy client base however doesn’t translate to demand for the latest, slickest, tech solutions…