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NextWealth Digital Process Champions

NextWealth Digital Process Champions

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...

When it comes to advice, a stitch in time saves nine

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...
Leadership, platform nirvana and forecasting in a pandemic

Leadership, platform nirvana and forecasting in a pandemic

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...
NextWealth Insights: A conversation with Alasdair Walker

NextWealth Insights: A conversation with Alasdair Walker

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...

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