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...
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...Financial advice post Covid: emerging stronger and fitter
Congratulations, you survived the worst of the crisis. Kids are back at school and a vaccine seems imminent. We can all now see the light at the end of a very long Coronavirus-induced tunnel. But don’t let complacency set in! I’ve been reflecting on the podcast...FOLLOW US
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