Digital Integration & Wealth Management: technology gaps and solutions
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
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Tech to Manage the Investment Proposition 2022
NextWealth has publsihed the Tech to Manage the Investment Proposition report which delves into the technology being used by financial advice firms and DFMs to manage the investment proposition.Ā
NextWealth Live 2022 Report
On the 22nd of March 2022, we hosted our annual conference NextWealth Live. We are pleased to share our post-event report summarising the key themes and debates from the day.
Sustainable Investing Tracker Study 2022 Update
NextWealth has published an update to the Sustainable Investing Tracking Study (formerly named the ESG Tracking Study).
Aegon Retirement Advice in the UK 2022
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
ESG Tracking Study H2 2021
NextWealth has published its third ESG Tracking Study report for financial advice businesses. This report digs deep into the world of ESG ā€“ what it means, how the views of investors are changing and how platforms, investment houses and financial advisers need to adapt.
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.