NextGen introduces tech solution and training for financial planners
NextGen Planners has today (3 October) launched a new technology solution and training programme for financial planning firms called Tech Stack.
Source: moneymarketing.co.uk
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NextGen Planners launch new technology solution for adviser firms
NextGen Planners has launched Tech Stack — a new technology solution and training programme for financial planning firms.
Source: professionaladviser.com
Sivajoti: NextGen is totally a mindset thing
NextGen Planners is a mindset rather than age issue where striving to be better at learning and evolving is the goal. The statement was made yesterday (2 December) at a Langcat webinar by NextGen Planners director and head of innovation Rohan Sivajoti.
Source: moneymarketing.co.uk
NextGen Planners launches programme to help small advice firms grow
NextGen Planners has launched Advice Stack, a new programme for financial planning firms that aims to provide small financial planning businesses with resources to accelerate growth.
Source: professionaladviser.com
Adviser support group unveils tool to help small firms grow
They will have access to templates, a financial planner community and get software discounts
Source: international-adviser.com