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February 28, 2020

Adviser Tech Report

Summary

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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January 24, 2020
Aegon Retirement Advice in the UK Report
Summary
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.

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November 26, 2019
MPS Proposition Comparison Report
Summary
NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.
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November 19, 2019
Financial Advice Business Benchmarking Report
Summary
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmarking study for financial advice businesses.

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