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Adviser Technology Map
By combining insights from surveys, reviews from our Directory and conversations with advice professionals, we've been able to identify the most popular tools and providers that feature in UK advisers' tech stacks.
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.
MPS Proposition Comparison Report
NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.
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.
