Blog
UK Fund Distribution Strategy – Central Influence, Local Choice
There is a deeply mistaken view that pervades board and executive teams in asset management and many platform businesses. It is that decisions on fund and platform choice are centrally controlled. They are not. Instead, the reality in most cases can be summed up as:...
MPS Proposition Comparison Report
NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.
Financial Advice Business Benchmarking
NextWealth and the PFS have joined forces to publish a report on Adviser Business Benchmarks. The report is free to download here.
The five things advisers really want from tech providers
Five things advisers want from their tech providers. In this column in Professional Adviser, Julie Best, Qualitative Researcher for NextWealth discusses the most important things adviser want from their technology providers. Hint - they want technology to save them...
Cost and Charges Statements Put Pressure on Charges
Cost and charges statements are prompting advisers to further push asset managers and platforms on cost. The ex-post reports were sent to most platform clients in April and May. In June we asked 94 advisers from a broad mix of firms if they are getting push back from...
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