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NextWealth Digital Process Champions

NextWealth Digital Process Champions

NextWealth has today named AJ Bell Investcentre, Fidelity FundsNetwork, Standard Life Wrap and True Potential as digital process champions for leading the pack by digitally enabling 90% of their document submission processes. The recognition was published in the...

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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 small...

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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...

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ESG Tracking Study – It’s about Risk

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...

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