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.
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.
In association with Ascentric, we have taken a dive into centralised retirement propositions.
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.
NextWealth has published its first ESG Tracking Study for financial advice businesses. Supported by 19 financial organisations, this report digs deeps into the world of ESG. To get your copy, follow this link and complete your details.
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmark study (2020) for financial advice businesses as they emerge from the initial Covid lockdown.
A report supported by Standard Life offering benchmarks and practical recommendations to help financial advisers grow and scale their businesses.
