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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...
NextWealth April Newsletter: Process as competitive advantage
We tend to think large companies are slow to change and small ones have the advantage of being nimble. But covid has shown that view to be overly simplistic. Sometimes players with scale can change more quickly: 'process' can be a competitive advantage. The...
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...
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...
Five ways financial advisers can use video to better connect with clients
Heather Hopkins recently caught up with the enthusiastic Kate Holmes at Advice Tech Live about the many ways that financial advisers can use video to delight their clients. Kate is a CFP professional, co-founder of the Video Creation Masterclass and host of The...
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