NextGen Planners has unveiled a rebrand to Plannex as it has “outgrown” the name NextGen.
Revealed at its Elements conference live this morning (10 July), NextGen Planners – now Plannex - said the rebrand marks "more than a name change". The firm said that the rebrand comes because as the team expanded its offering since its launch in 2016, the name began to feel "narrow – even misleading". "It signals a step-change in how the profession supports, trains, and scales modern financial planning firms," Plannex said. "Built around four pillars – connect, scale, live, and training – Plannex is designed to meet the needs of a profession that's ready to grow up, get real, and thi...
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