Blog
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...
When it comes to advice, a stitch in time saves nine
Lack of time to learn and implement new tech is the biggest barrier to its adoption followed closely by the lack of integrations. But investing the time to make the tech work can save time in the end. As the old saying goes, a stitch in time saves nine. We recently...
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...
FCA Consumer Investment Submission from NextWealth
I have drafted the following submission for the FCA Consumer Investment Market call for input. Before I submit it, I thought I'd share it here to gather further input. I'd recommend you make your own entry, here. Make consumer financial data accessible to lower...
Financial adviser business benchmarks 2020
Today we have published an update to our Financial Adviser Business Benchmarks report that we do each year with the Personal Finance Society (PFS). It's packed with useful information for financial planners and financial advice business owners. It's based on a survey...
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