The latest Tech Stack series report, Advice Tech Foundations has been released. This report benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
NextWealth has published its latest report in the Adviser Tech Stack series, Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms.
This report, updated bi-annually, forms part of NextWealth’s research and insight on the investment propositions of financial advisers. We focus on the changes within inflow, charges and proposition composition across 40 DFMs in the industry.
Prompted by the Consumer Duty, there is a good deal of discussion about the nature and value of financial advice. The industry is squarely focussed on value and good outcomes for clients and many financial advice firms are taking a fresh look at the service offered to clients.
NextWealth has released the 6th update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
On the 21st of March 2023, we hosted our annual conference, NextWealth Live. To follow up from the action packed day, we will publish a report which highlights the major themes, speakers’ views and areas of debate from the event.
