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Top News In Advice Stack Today - Breaking & Trending Today

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. ....

Sarah Challenor , Adam Carolan , Nextgen Planners , Tech Stack , Oxford Risk , Tech Stack Hub , Three Grey Monkeys , Advice Stack ,

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. ....

Sarah Challenor , Adam Carolan , Oxford Risk , Gen Planners , Tech Stack , Tech Stack Hub , Nextgen Planners , Three Grey Monkeys , Advice Stack , Adam Carolan ,

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. ....

Rohan Sivajoti , Adam Carolan , Nextgen Planners , Advice Stack ,

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. ....

Rohan Sivajoti , Advice Stack , Nextgen Planners , Business Sprints , Your Business ,

Adviser support group unveils tool to help small firms grow

They will have access to templates, a financial planner community and get software discounts ....

Rohan Sivajoti , United Kingdom Based , Nextgen Planners , Advice Stack ,