Talking Tech with Mark Perkins

NextWealth Insights: Nick Eatock on tech integration and tech adoption as a driver of productivity

Taking the time to set up the back office right

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.

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.