by NextWealth | Nov 24, 2020 | Adviser Tech, NextWealth News
NextWealth has today named AJ Bell Investcentre, Fidelity FundsNetwork, Standard Life Wrap and True Potential as digital process champions for leading the pack by digitally enabling 90% of their document submission processes. The recognition was published in the...
by NextWealth | Oct 15, 2020 | Adviser Tech, Financial Advice, NextWealth Insights
Lack of time to learn and implement new tech is the biggest barrier to its adoption followed closely by the lack of integrations. But investing the time to make the tech work can save time in the end. As the old saying goes, a stitch in time saves nine. We recently...
by NextWealth | Aug 4, 2020 | Adviser Tech, Financial Advice, NextWealth Insights, NextWealth News
In this month’s newsletter, we offer a summer ‘listening list’ with highlights from the NextWealth Insights podcast. The themes range from leadership and technology, to platform nirvana and the challenge of forecasting amid a pandemic. We launched...
by NextWealth | Apr 16, 2020 | Adviser Tech, Financial Advice, NextWealth Insights
Heather Hopkins recently had the opportunity to sit down with Alasdair Walker MD at Handford, Aitkenhead and Walker. You can listen to the full interview or read the transcript below. Alasdair shares his experience working with clients early on in the Coronavirus...