NextWealth Directory Launch

Today we launched the NextWealth Directory to allow financial to learn from the successes - and mistakes - of their peers to run more efficient, profitable and scalable businesses. The NextWealth Directory profiles and rates the technology companies that support the UKs financial advice businesses - with over 1,400 reviews of individual components of adviser technology systems at launch.

Sam Seaton’s vision for super slick advice

Sam Seaton sees a world in which financial planners are able to help hundreds of people by using technology to deliver financial planning to the masses. She also sees a path to this nirvana.

Cost and Charges Statements Put Pressure on Charges

Financial Adviser Market Trends UK

Periodic Table of Financial Planning

The anniversary of the creation of the Periodic Table of Elements has inspired us to create our own periodic table: an index of the essential elements of financial planning.

The big keep getting bigger, or do they?