NextWealth’s Spectrum of Adviser Platforms and the Rise of White Labelling report reveals a subtle but substantial shift among large financial advice businesses toward launching a bespoke or white-label platform.
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.
A year after publishing the definitive report on eSignature and submissions, we've gathered data from 23 platform providers on 85 distinct processes to provide a comprehensive picture for 2021.
The latest update to our ESG Tracker helps financial advisers understand what’s influencing ethical, responsible and sustainable investing. Supported by 19 financial organisations, this report digs deeps into the world of ESG.
In association with Ascentric, we have taken a dive into centralised retirement propositions.
It's been an extremely challenging year for all kinds of businesses. But what have been the consequences – if any – for retirement advice processes in UK financial advice practices? Explore our latest report with AEGON to find out.
