Leadership, platform nirvana and forecasting in a pandemic
In this month’s newsletter, we offer a summer ‘listening list’ with highlights from the NextWealth Insights podcast. The themes range from leadership and technology, to platform nirvana and the challenge of forecasting amid a pandemic. We launched...Financial Advice Market Trends UK
The FCA has published a data bulletin with trends and data on the financial adviser market, based on RMAR filings. The following is a summary of some key takeaways. Headline findings: More advisers, fewer firms. The good news is that adviser numbers are creeping...
Financial advice market looking ahead
There is a constant drumbeat of speculation about what will happen in financial advice businesses. Just last week I was contacted by three journalists to comment on news about the implications for the future of advice off the back of Schroders Personal Wealth hiring...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...FOLLOW US
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