Platform providers ramp up security as factor-based authentication becomes the new standard
Cybersecurity remains a top priority for financial advice businesses and platforms are responding, boosting security protocols. In NextWealth’s latest security report we find that platform providers are rapidly moving to implement new standards over the next 12...
Jeremy Woodley of The Fry Group on culture and freedom from financial and tech woes
Jeremy Woodley is the very model of a 21st Century financial services chief executive (recently turned chairman), with preoccupations dealing with such contemporary themes as his company’s culture, values, purpose, diversity scorecard and record of success – or lack...ESG: rate of growth in client-driven interest has slowed but continues to rise, finds new report
The number of advisers having ESG-related conversations with clients rose 2% to 19% between October 2020 and March 2021, according to the latest NextWealth ESG Tracker Study published today. While still an increase, it is considerably less than the jump from 7% in...NextWealth ESG Tracker Study in the News
NextWealth’s latest ESG Tracker Study, charting adoption of ESG investing by financial advisers and their clients was written up in this article in Professional Adviser. The article shares key findings from the research with a preview of the report, due to be...FOLLOW US
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