Client onboarding and the cost of advice

Adviser Productivity Tools

At NextWealth we decided to map the productivity tools being used by financial advisers to help spread the word about the tools that are working for other firms.

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.

Retirement Advice: 41% of advisers use a fixed withdrawal rate

Rekeying to no-keying: what’s new in adviser tech

Greetings! In this month's NextWealth Adviser Tech newsletter we examine the shift from re-keying to no-keying, robos for retirees across the pond, replatforming and price wars.

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.