Soft skills: the power skill of financial planning
In this article, Julie Best argues that soft skills are the new power skills. Research by NextWealth for FundsNetwork found that 97% of advisers say that soft skills are essential or important to financial planning and they have grown in importance in the current...
NextWealth Insights: Anthony Rafferty on transfers, standards and integrations
Heather Hopkins speaks with Anthony Rafferty, Managing Director of Origo, about transfers, integrations and data standards. We talk about transfers and a solution tracking transfers in progress. On integrations, Anthony believes data standards are needed and sees...
NextWealth Insights: Sam Handfield-Jones on the future of tech in wealth management
Heather Hopkins in conversation with Sam Handfield-Jones, Co Head of Seccl. Heather and Sam talk about the future of technology in wealth management drawing on examples from fitness tracking devices and health tech. On integrations, Sam thinks our sector is just not...
NextWealth Insights: Jackie Boylan on platforms as a driver of efficiency and tech integration.
Heather Hopkins speaks with Jackie Boylan, Head of FundsNetwork, one fo the largest UK investment platforms about lockdown, platforms and vertical integration. Jackie shares insights from Fidelity’s global experience easing in and out of lockdown. We talk about...FOLLOW US
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