Consultants – NextWealth’s why
I am often asked why I set up NextWealth. What’s the point of consultants anyway? It’s a fair question and one I ask myself regularly. The short answer is that we help product providers to remain customer focussed. Financial advice businesses are mostly...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...
NextWealth grows with appointment of Justine Pattullo as Marketing and Content Director
I am pleased to announce that Justine Pattullo has joined NextWealth as Marketing and Content Director. Justine is responsible for helping to raise NextWealth’s profile as the go-to source on adviser tech and adviser market trends and will also help us to...
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 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...FOLLOW US
Follow us on social media to keep
up-to-date with our latest research,
reports and views.
