NextWealth grows with appointment of Justine Pattullo as Marketing and Content Director
I am pleased to announce that Justine Pattullo has joined NextWealth as Marketing and Content Director. Justine is responsible for helping to raise NextWealth’s profile as the go-to source on adviser tech and adviser market trends and will also help us to...
Leadership, platform nirvana and forecasting in a pandemic
In this month’s newsletter, we offer a summer ‘listening list’ with highlights from the NextWealth Insights podcast. The themes range from leadership and technology, to platform nirvana and the challenge of forecasting amid a pandemic. We launched...
NextWealth Insights: Highlights from Season One
Heather Hopkins in conversation with Peter Mann sharing highlights from Season One of NextWealth Insights. Heather and Peter talk leadership and how leadership has changed in the pandemic. We note that while people are physically distant from colleagues, may feel...Financial Advice Market Trends UK
The FCA has published a data bulletin with trends and data on the financial adviser market, based on RMAR filings. The following is a summary of some key takeaways. Headline findings: More advisers, fewer firms. The good news is that adviser numbers are creeping...FOLLOW US
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