NextWealth April Newsletter: Process as competitive advantage
We tend to think large companies are slow to change and small ones have the advantage of being nimble. But covid has shown that view to be overly simplistic. Sometimes players with scale can change more quickly: ‘process’ can be a competitive advantage....
Platforms and digital adoption
Newer and smaller doesn’t mean better for tech when it comes to platforms switching to digital processes, according to our latest report in our Adviser Tech Stack series. Data that tracks which platforms have been the best at adopting digital technology to speed up...
Five ways financial advisers can use video to better connect with clients
Heather Hopkins recently caught up with the enthusiastic Kate Holmes at Advice Tech Live about the many ways that financial advisers can use video to delight their clients. Kate is a CFP professional, co-founder of the Video Creation Masterclass and host of The...
DFM Due Diligence: Questions advisers should be asking DFM partners
What questions should financial advisers be asking DFMs as part of their due diligence? In preparing our recent Discretionary MPS report, we spoke with the leading DFMs and asked them what questions advisers ought to be asking more in their due diligence. You can...FOLLOW US
Follow us on social media to keep
up-to-date with our latest research,
reports and views.
