by Hannah Wemyss | Apr 7, 2021 | Adviser Tech, Platforms
James Priday, CEO of P1 Investment Management, chose one of the bravest options for his Advice Tech Live session – a live online demo. But before he crossed his fingers and logged on, he talked through the background with Heather Hopkins. When he had become MD of an...
by NextWealth | Mar 30, 2021 | Adviser Tech, Financial Advice
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...
by NextWealth | Mar 29, 2021 | Adviser Tech, Financial Advice
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...
by NextWealth | Mar 9, 2021 | Adviser Tech, Financial Advice
Michael Kitces, Washington DC-based financial planner, commentator and legendary Nerd’s Eye View blogger, was one of Heather Hopkins’s star guests at our recent Advice Tech Live event. Are you wasting over 50% of your time on “stuff”? They began their conversation by...
by NextWealth | Mar 3, 2021 | Adviser Tech, Financial Advice
On Tuesday the 19th January 2020, NextWealth hosted a virtual event, Advice Tech Live. In case you missed a session or if you want to watch it back, we’ve provided videos of each sessions below. We spent two hours sharing tips, tricks, live demos and research to...
by NextWealth | Mar 3, 2021 | Adviser Tech, Financial Advice, NextWealth Insights
Heather Hopkins recently spoke with Ella Davies of LIFT-Financial to discuss the benefits of time tracking and task management software for financial planners and their clients. You can watch the full video recording here. Many professional service businesses;...