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Sustainable Investing Series

Every six months, we dig deep into the world of environmental, social and corporate governance to discover what’s influencing ethical, responsible and sustainable investing.

Our Sustainable Investing Adviser Tracker Study helps financial advisers understand how investor interest and appetite is shifting, how well platforms and investment houses are anticipating and adapting to change, and how their own advice practice can navigate what’s next.

Adviser Technology Series
13/02/25

Platform Shakeout: It’s not your fault, but it’s your problem

NextWealth’s 'Platform Shakeout: It’s not your fault, but it’s your problem' report forms part of our Adviser Tech Stack series. Most third-party platforms are doing most everything right. But because a few make life difficult for advice firms, this forces a decision. Rather than a decision among existing platform providers, the decision starts with considering the right model for the platform, and a growing number are planning to launch their own platform.

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Discovery Series
13/02/25

Platforms Unpacked

NextWealth has published a Platforms Unpacked guide. It is supported by Aegon, Embark Group, P1 Platform and Third Financial. The report sets out to offer a practical guide to cut through the noise, critically examine the underlying assumptions, and share valuable experiences and lessons from fellow practitioners.

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MPS Proposition Comparison Series
03/12/24

MPS Proposition Comparison Report 2024

This report, updated twice-yearly, forms part of NextWealth’s research and insight on the investment propositions of financial advisers. It details quarterly and annual asset growth, compares costs and fees and propositions. This year we explore key themes such as market positioning, sources of growth, portfolios for drawdown, tailored models and unitised MPS.

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Discovery Series
27/11/24

Getting onboard with offboarding

NextWealth has published a guide called ‘Getting onboard with offboarding: A positive approach to client servicing and offboarding’. It is supported by HUB Financial Solutions (part of Just Group) and Vanguard and sets out to offer a practical guide to advice firms exploring how to get the best value from client relationships.

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