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.

Tech spend: is it worth it?

We launched the NextWealth Directory because we want to support advice businesses in conquering your tech stack, to help firms thrive in challenging times.

The DFM dilemma: Is agent as client putting the risk on advisers?

Heather Hopkins' article on the 'The DFM dilemma: Is agent as client putting the risk on advisers?' has been published in Money Marketing.

UK Fund Distribution Strategy – Central Influence, Local Choice