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Client review meeting tips

Client review meeting tips

Financial advice firms are spending an average of 105 days per year per adviser preparing for client review meetings. The review meeting is a critical moment in the relationship between financial adviser and client. A financial plan should be an ever-evolving document...

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Third party platforms cost clients less

NextWealth research published in our September 2021 update to our Adviser Tech Stack report reveals that the average fee paid by a client for the platform is lowest for advisers that are using a fully outsourced platform. Clients with advisers that manage their own...

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