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. âUsing a Rolls-Royce to do the school runâ, is how one planner described his firmâs dilemma.
Heather Hopkins article on the 'Lessons from the âParmenion is not a platformâ debate' is published on NMA.
In conjunction with the Personal Finance Society (PFS), NextWealth have published a report on Financial Advice Business Benchmarks.
NextWealth and the PFS have joined forces to publish a report on Adviser Business Benchmarks. The report is free to download here.
Josh Butten was born to be a financial planner and he exudes enthusiasm about his chosen profession. We met at the NextGen Conference in Manchester and got to talking adviser tech. boosst are serious about tech. They self-describe as âa business that embraces new ideas and strives to make the best use of technology as it evolves.â And they take their tech seriously as I found out when I spoke to Josh.Â
We wrote a blog post for Voyant's website. We discuss some of the findings from our research in launching this directory.
