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Tech spend: is it worth it?
We launched the NextWealth Directory because we want to support advice businesses in conquering your tech stack, to help firms thrive in challenging times.
The DFM dilemma: Is agent as client putting the risk on advisers?
Heather Hopkins' article on the 'The DFM dilemma: Is agent as client putting the risk on advisers?' has been published in Money Marketing.
Financial Advice Business Benchmarking
In conjunction with the Personal Finance Society (PFS), NextWealth have published a report on Financial Advice Business Benchmarks.