MPS Proposition Comparison Report 2021 – Asset Update
At NextWealth we will continue to track the changes to assets in discretionary model portfolio services or managed portfolio services (MPS) quarterly.
Login
Welcoming New Clients to Financial Planning
NextWealth and Origo have published a report presenting the case for industry process improvement.
Spectrum of Adviser Platforms and the Rise of White Labelling
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.
Platforms within the UK 2021
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.
Platform e-Signature and Document Submission Requirements 2021
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.
ESG Tracking Study 2021 Update
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.
