Financial Advice Business Benchmarks Report 2021
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report to allow financial planners to compare their firm with those of their peers.
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Welcoming New Clients to Financial Planning
NextWealth and Origo have published a report presenting the case for industry process improvement.
Spectrum of Adviser Platforms and the Rise of White Labelling
NextWealth’s Spectrum of Adviser Platforms and the Rise of White Labelling report reveals a subtle but substantial shift among large financial advice businesses toward launching a bespoke or white-label platform.
Platforms within the UK 2021
This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.
ESG Tracking Study 2021 Update
The latest update to our ESG Tracker helps financial advisers understand what’s influencing ethical, responsible and sustainable investing. Supported by 19 financial organisations, this report digs deeps into the world of ESG.
Centralised Retirement Propositions – Benchmarking Report 2021
In association with Ascentric, we have taken a dive into centralised retirement propositions.
Aegon Retirement Advice in the UK 2021
It's been an extremely challenging year for all kinds of businesses. But what have been the consequences – if any – for retirement advice processes in UK financial advice practices? Explore our latest report with AEGON to find out.