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.
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 and BNY Mellon have partnered to launch a new report in November 2024 ā€“Ā Retirement Advice in the UK: Time for Change?
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.
NextWealthā€™s Risky Business report forms part of our Adviser Tech Stack series. Financial advisers and planners employ varied methods to help clients comprehend investment risk, capacity for loss, sequencing risk, and the risk of not achieving financial goals. Some firms merely reference risk discussions in meeting notes, while others dedicate entire meetings to the topic. Tools such as attitude to risk questionnaires (ATRQs) and cash flow modelling are integral, especially for clients entering or in retirement, supported by tailored conversations.
In this paper, we explore the problems, solutions, obstacles and opportunities for the industry to improve the robustness and consistency of the management of MPS on platforms. The purpose is to galvanise the change-makers at advice firms, discretionary managers, platforms, and solutions providers to act now to improve how fair value and consistent outcomes are delivered to clients through MPS.
