by Next Wealth | Feb 18, 2021 | NextWealth News
The way financial advisers ask questions to their clients about ESG will be crucial, as getting the phrasing right is the first step towards sustainable investing with purpose. In this ‘Professional Adviser’ article, our MD Heath Hopkins outlines some of...
by Next Wealth | Feb 17, 2021 | NextWealth News
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’...
by Next Wealth | Feb 12, 2021 | NextWealth News
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...
by Next Wealth | Feb 10, 2021 | NextWealth News
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...
by Next Wealth | Feb 10, 2021 | NextWealth News
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...
by Next Wealth | Feb 10, 2021 | NextWealth News
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...