NextWealth featured in ‘Professional Adviser’

Using a discretionary fund manager (DFM) can reduce research time and help advisers understand the nuances of ESG investments, but how can advisers know they are making the right choice? Our founder and MD Heather Hopkins shared her views with ‘Professional Adviser’...

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NextWealth featured in ‘New Model Adviser’

As lack of integration remains the largest adviser tech problem, advisers are looking to keep things simple with an efficient streamlined system. Our founder and MD Heather Hopkins told 'New Model Adviser': "The three main approaches are consolidating most assets to a...

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NextWealth featured in ‘Professional Adviser’

Many DFMs have stopped charging VAT on their model portfolio services. Our MD Heather Hopkins shared her view about this trend with Professional Adviser, highlighting the operational challenge for some platforms to make the change: "There are operational issues that...

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