Financial advice businesses are weathering the storm
The Financial Advice Business Benchmarks (FABB) report highlights significant trends and challenges in the financial advice industry.
The Financial Advice Business Benchmarks (FABB) report highlights significant trends and challenges in the financial advice industry.
NextWealth’s latest report (Advice Tech Foundations: Stability and satisfaction in adviser tech) finds that a fifth of financial advice firms plan to make a change to their tech stack in the next 12 months.