Platform Document Submission and eSignatures: Webinar

NextWealth Insights: A conversation with Alasdair Walker

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.

Client onboarding and the cost of advice

Retirement Advice: 41% of advisers use a fixed withdrawal rate

Rekeying to no-keying: what’s new in adviser tech

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

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.