At NextWealth we want to help firms thrive amid disruption and one of the biggest sources of disruption is regulatory change. We are pleased to provide you with this report to provide industry and customer context to help you fulfil your obligations under the new Consumer Duty.
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report which allows financial planners to compare their firm with those of their peers.
NextWealth is due to release a second update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
The latest NextWealth Tech Stack series repot benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
This mini-report on security provides headline trends on the direction platform providers are moving in terms of digital security protocols available to financial advisers using their services.
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
