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.
NextWealth and Fidelity FundsNetwork have published a series of reports considering the changing environment of financial advice, the challenges faced by advice firms and the adaption of the role of the financial adviser.
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.
In association with Ascentric, we have taken a dive into centralised retirement propositions. In this report, the use of a CRP is explored, alongside different approaches to managing client income, client segmentation and tools used.
In this report, we explore adviser approaches to working with client cash holdings, report the size of the market for cash management and profile specialist cash management providers as well as the cash servicing arms of other institutions.
