NextWealth featured in ‘New Model Adviser’

By Next Wealth | 12 February 2021 | 1 minute read

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 consolidating most assets to a single third-party platform, white labelling, and launching a bespoke platform. The operational and business consequences can be very different depending on the path the firm chooses to follow.”

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