NextWealth featured in ‘Professional Adviser’
Using a discretionary fund manager (DFM) can reduce research time and help advisers understand the nuances of ESG investments, but how can advisers know they are making the right choice? Our founder and MD Heather Hopkins shared her views with ‘Professional Adviser’...NextWealth featured in ‘New Model Adviser’
As lack of integration remains the largest adviser tech problem, advisers are looking to keep things simple with an efficient streamlined system. Our founder and MD Heather Hopkins told ‘New Model Adviser’: “The three main approaches are...NextWealth featured in ‘Professional Adviser’
Many DFMs have stopped charging VAT on their model portfolio services. Our MD Heather Hopkins shared her view about this trend with Professional Adviser, highlighting the operational challenge for some platforms to make the change: “There are operational issues...NextWealth featured in ‘Wealth Adviser’
Digital systems and virtual communications have proved invaluable during the pandemic but greater use of technology is currently not saving advisers time or money, according to research carried out by NextWealth. Our MD Heather Hopkins told Wealth Adviser: “When...Heather Hopkins in FTAdviser podcast – A tale of two advisers starting their business in 2020
Our founder Heather Hopkins, spoke on last week’s FTAdviser podcast. Heather mentioned that clients are taking longer to make decisions to implement financial plans and that the pandemic has had a bigger impact on the newest businesses. “One of the things...FOLLOW US
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