Financial Advice Business Benchmarking
In conjunction with the Personal Finance Society (PFS), NextWealth have published a report on Financial Advice Business Benchmarks.
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Popular Tech Amongst Financial Planners
We wrote a blog post for Voyant's website. We discuss some of the findings from our research in launching this directory.
Excel for cashflow planning
Excel is used for cash flow planning by about 7% of financial planners. I spoke to a financial planner last week who said she uses Excel spreadsheets to run cash flow planning.
NextWealth Directory Launch
Today we launched the NextWealth Directory to allow financial to learn from the successes - and mistakes - of their peers to run more efficient, profitable and scalable businesses. The NextWealth Directory profiles and rates the technology companies that support the UKs financial advice businesses - with over 1,400 reviews of individual components of adviser technology systems at launch.
