Publications
Reports
You can download all our published reports right here.
Our 2020 research calendar details all publication and release dates for this year.
Download 2020 Research Calendar
July 6, 2020
Adviser Technology and Productivity Maps
At NextWealth we have mapped adviser technology along with a map of productivity tools being used by financial advisers to help spread the word about the tools that are working for other firms.
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June 16, 2020
Practitioner insights on managing an advice business
NextWealth and Fidelity FundsNetwork have published a series of reports considering the changing environment of financial advice, the challenges faced by advice firms and the adaption of the role of the financial adviser.
April 1, 2020
Ascentric Centralised Retirement Propositions – Benchmarking Report
In association with Ascentric, we have taken a dive into centralised retirement propositions. In this report, the use of a CRP is explored, alongside different approaches to managing client income, client segmentation and tools used.
May 27, 2020
Platforms within the UK
This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.
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May 6, 2020
Giving Credence to Cash
In this report, we explore adviser approaches to working with client cash holdings, report the size of the market for cash management and profile specialist cash management providers as well as the cash servicing arms of other institutions.
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April 23, 2020
Platform e-Signature and Document Submission Requirements
NextWealth collected data from 20 platform providers on 85 distinct processes to publish the most comprehensive picture available of document submission requirements.
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February 28, 2020
Adviser Tech Report
One of the most dynamic areas of disruption in wealth management is the tech stack supporting financial advice businesses. Technology, when it works, can make a business run more efficiently and with lower risk.
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