NextWealth launches tech directory for adviser firms

The NextWealth Directory profiles and rates the technology companies that operate in the advice industry and features extensive reviews of individual components of adviser technology systems. Managing director and founder Heather Hopkins said the directory would help financial planners make more informed decisions about the technology infrastructure supporting their operations. "Many financial planners work in small businesses that don't have the skills or the time to invest in getting the technology to run smoothly. "We think the adviser tech stack is ripe for disruption. By shini...