The big keep getting bigger, or do they?
Last week we published research for Fidelity FundsNetwork on the top business challenges facing advisers and the findings gave us pause to think about the increasing complexity of running a financial advice business. Will all of this complexity lead to further...
NextWealth December Newsletter
Communities have the power to inspire new thinking and create change. As part of our effort to bring together thinkers and leaders in financial services, we built out the agenda for the first NextWealth Live conference, taking place on 26 March 2019 at the Royal...
Financial Adviser Market Trends
Below are some trends and data on the financial adviser market based on today’s FCA Data Bulletin. The data bulletins can be a rich source of data and insight on how the adviser market is evolving. This year’s bulletin confirms what we already know...Press Release: Research and consulting firm NextWealth launches
Press release: Financial-services data and marketing expert Heather Hopkins has founded a new research and consulting business, NextWealth, to help firms identify trends and thrive amid disruption in the finance sector. Based in London, NextWealth helps asset...
Transact IPO and Investment Platform Consolidation
This morning, IntegraFin Holdings, the company that owns Transact, officially announced its intention to float. Could this be the tipping point toward investment platform consolidation? The IPO will set a price for the value of Transact shares. This will help to...FOLLOW US
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