Consultants – NextWealth’s why
I am often asked why I set up NextWealth. What’s the point of consultants anyway? It’s a fair question and one I ask myself regularly. The short answer is that we help product providers to remain customer focussed. Financial advice businesses are mostly...It’s the data – stupid!
At a recent webinar on the subject of ESG, two fund managers from global firms claimed that ESG criteria underpin every purchase across all funds. This did not come as a surprise to us, as we had heard similar claims during our fund manager interviews. What had...When it comes to advice, a stitch in time saves nine
Lack of time to learn and implement new tech is the biggest barrier to its adoption followed closely by the lack of integrations. But investing the time to make the tech work can save time in the end. As the old saying goes, a stitch in time saves nine. We recently...
ESG Tracking Study – It’s about Risk
ESG investing is about managing risk and will be integrated into core investment propositions by most financial advisers. This is the conclusion of an extensive research study that we published today on the ways that financial advisers will integrate ESG...FOLLOW US
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