Our Adviser Technology series draws on adviser reviews and perspectives to offer a source of opinion, insight and guidance for advice professionals.
The series offers reviews of advice tech providers; an exploration into digital and hybrid advice; document submission approaches for platforms and the use of eSignatures; a detailed integrations matrix across tech provide; white-labelled platforms: and the ability to discover how much a financial advice practice like yours spends on tech.
This report, updated twice-yearly, forms part of NextWealthâs research and insight on the investment propositions of financial advisers. It details quarterly and annual asset growth, compares costs and fees and propositions. This year we explore key themes such as market positioning, sources of growth, portfolios for drawdown, tailored models and unitised MPS.
NextWealth has published a guide called âGetting onboard with offboarding: A positive approach to client servicing and offboardingâ. It is supported by HUB Financial Solutions (part of Just Group) and Vanguard and sets out to offer a practical guide to advice firms exploring how to get the best value from client relationships.
NextWealth and BNY Mellon have partnered to update our retirement advice research series â Retirement Advice in the UK: Time for Change?
Only 2% of UK advised client assets are invested in private market assets. That compares to 15% globally. Why the difference? Our Private Market Assets report explores attitudes and approaches among UK financial advisers when it comes to private market investing and establishes the investment case at a high level.
NextWealth has combined forces with PIMFA to publish an update to your annual Financial Advice Business Benchmarks report. It aims to allow financial advice professionals to compare their firms with those of their peers.
The NextWealth Adviser Tech Stack series delivers in-depth analysis of the technology that underpins the delivery of financial advice. This latest edition is our annual state of the nation report, covering market share and adviser reviews of key tech providers as well as the ways that advisers are using their tech and how that is changing.
