Popular Tech Amongst Financial Planners

We wrote a blog post for Voyant's website. We discuss some of the findings from our research in launching this directory.

Excel for cashflow planning

Excel is used for cash flow planning by about 7% of financial planners. I spoke to a financial planner last week who said she uses Excel spreadsheets to run cash flow planning.

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