NextWealth grows with appointment of Justine Pattullo as Marketing and Content Director
I am pleased to announce that Justine Pattullo has joined NextWealth as Marketing and Content Director. Justine is responsible for helping to raise NextWealth’s profile as the go-to source on adviser tech and adviser market trends and will also help us to...
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...
Financial advice market looking ahead
There is a constant drumbeat of speculation about what will happen in financial advice businesses. Just last week I was contacted by three journalists to comment on news about the implications for the future of advice off the back of Schroders Personal Wealth hiring...
Advisers <3 Platforms and other news
Over the past few weeks, we have all come to rely even more heavily on technology for our work and to stay connected with friends and family. This reliance has meant that cracks in our technology infrastructure have in some cases become chasms. Just before the...
Bigger is better, might makes right, size matters, scale is king
Bigger is better, might makes right, size matters, scale is king. The flurry of M&A activity across the retail-investing supply chain in 2019 could easily lead one to the conclusion that heft is the way forward in retail investing. Consolidators continued to...FOLLOW US
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