NextWealth Newsletter: Platforms, PE and Wealth Management Trends
Another day, another private equity firm has snapped up a company in the retail investing industry. This week it was Parmenion… Who’s next? The gossip is almost good enough to tear us away from Piers, Oprah and the royals. Private equity (PE) firms don’t...
Productivity hack: Time tracking and task management
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;...Anna Pollins, Managing Director (Partnership), Fairstone, tells Heather Hopkins about Fairstone’s approach to integrating firms
We caught up recently with Anna, to learn more about her role, Fairstone’s model and the importance of good cultural fit to successful integration. Anna’s role at Fairstone took a bit of explaining. As an IFA acquirer she told us, the company’s approach is rather...When it comes to advice, a stitch in time saves nine
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
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...FOLLOW US
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