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.
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.
