Soft skills: the power skill of financial planning
In this article, Julie Best argues that soft skills are the new power skills. Research by NextWealth for FundsNetwork found that 97% of advisers say that soft skills are essential or important to financial planning and they have grown in importance in the current...
NextWealth Insights: A conversation with Alasdair Walker
Heather Hopkins recently had the opportunity to sit down with Alasdair Walker MD at Handford, Aitkenhead and Walker. You can listen to the full interview or read the transcript below. Alasdair shares his experience working with clients early on in the Coronavirus...
Client onboarding & the cost of advice
A debate erupted between Henry Tapper and Rob Reid recently on Twitter, which came down to a stat published by NextWealth: it costs £1,500 to onboard a client. Henry asked “are advisers who charge less than £1,500 behaving irresponsibly?” No, but firms...
Retirement Advice: 41% of advisers use a fixed withdrawal rate
The recent Dear CEO letter to financial advisers has put into acute focus the need to evidence a rigorous approach to portfolio construction and the assessment of safe withdrawal rates for retirees. How successful income drawdown will be for a client depends as much,...
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. Financial advice businesses have weathered a lot of change in recent years. They have proved resilient to an onslaught of regulatory and...FOLLOW US
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