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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...

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Owning the value chain – building a platform

Owning the value chain – building a platform

James Priday, CEO of P1 Investment Management, chose one of the bravest options for his Advice Tech Live session – a live online demo.  But before he crossed his fingers and logged on, he talked through the background with Heather Hopkins. When he had become MD of an...

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Platforms and digital adoption

Platforms and digital adoption

Newer and smaller doesn’t mean better for tech when it comes to platforms switching to digital processes, according to our latest report in our Adviser Tech Stack series. Data that tracks which platforms have been the best at adopting digital technology to speed up...

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    Helping financial institutions adapt to what's next in wealth.