Client onboarding and the cost of advice

Retirement Advice: 41% of advisers use a fixed withdrawal rate

UK Fund Distribution Strategy – Central Influence, Local Choice

A free health check for your tech

In our conversations with financial planners from businesses both large and small, a common theme that emerges when we talk about technology is the under utilisation of existing tech within the business. “Using a Rolls-Royce to do the school run”, is how one planner described his firm’s dilemma.

Lessons from the ‘Parmenion is not a platform’ debate

Heather Hopkins article on the 'Lessons from the ‘Parmenion is not a platform’ debate' is published on NMA.

Financial Advice Business Benchmarking

In conjunction with the Personal Finance Society (PFS), NextWealth have published a report on Financial Advice Business Benchmarks.