Platform providers ramp up security as factor-based authentication becomes the new standard
Cybersecurity remains a top priority for financial advice businesses and platforms are responding, boosting security protocols. In NextWealth’s latest security report we find that platform providers are rapidly moving to implement new standards over the next 12...White-labelling and the implications for providers
The rise of white labelling is indicative of broader trends that will have implications across the supply chain. Earlier this week we published a report that includes a stunning finding: half of financial advisers in firms with £250m + in AUA plan to launch a white...
NextWealth April Newsletter: Process as competitive advantage
We tend to think large companies are slow to change and small ones have the advantage of being nimble. But covid has shown that view to be overly simplistic. Sometimes players with scale can change more quickly: ‘process’ can be a competitive advantage....
Owning the value chain – building a platform
James Priday, CEO of P1 Investment Management, chose one of the bravest options for his Advice Tech Live session – a live online demo. But before he crossed his fingers and logged on, he talked through the background with Heather Hopkins. When he had become MD of an...FOLLOW US
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