Adviser Tech Report
One of the most dynamic areas of disruption in wealth management is the tech stack supporting financial advice businesses. Technology, when it works, can make a business run more efficiently and with lower risk.
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Aegon Retirement Advice in the UK Report
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
MPS Proposition Comparison Report 2019
Our annual report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
Financial Advice Business Benchmarking Report 2019
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmarking study for financial advice businesses.
