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.
NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
The latest Tech Stack series report, Advice Tech Foundations has been released. This report benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
NextWealth has published its latest report in the Adviser Tech Stack series,Ā Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms.
This report, updated bi-annually, forms part of NextWealthā€™s research and insight on the investment propositions of financial advisers. We focus on the changes within inflow, charges and proposition composition across 40 DFMs in the industry.
Prompted by the Consumer Duty, there is a good deal of discussion about the nature and value of financial advice. The industry is squarely focussed on value and good outcomes for clients and many financial advice firms are taking a fresh look at the service offered to clients.
NextWealth has released the 6th update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
