Heather Hopkins recently had the opportunity to sit down with Alasdair Walker MD at Handfield, Aitkenhead and Walker. You can listen to the full interview below where we gain Alasdair's view on financial advice during the current pandemic.
Greetings! In this month's NextWealth Adviser Tech newsletter we examine the shift from re-keying to no-keying, robos for retirees across the pond, replatforming and price wars.
Bigger is better, might makes right, size matters, scale is king. The flurry of M&A activity across the retail-investing supply chain in 2019 could easily lead one to the conclusion that heft is the way forward in retail investing.
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’.
