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.
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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.
Good news for Timeline and Transact users
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 âmessy ball of stringâ.
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. âUsing a Rolls-Royce to do the school runâ, is how one planner described his firmâs dilemma.
Financial Advice Business Benchmarking
In conjunction with the Personal Finance Society (PFS), NextWealth have published a report on Financial Advice Business Benchmarks.
Financial Advice Business Benchmarking
NextWealth and the PFS have joined forces to publish a report on Adviser Business Benchmarks. The report is free to download here.