NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
We carry out research on behalf of brands and organisations, in collaboration with partners, and to explore issues for ourselves.
Often this research is commercially confidential but, where insights are captured in a report format and we’re able to share the findings, we publish those reports here as part of of our Discovery series.
In association with Ascentric, we have taken a dive into centralised retirement propositions.
A report supported by Standard Life offering benchmarks and practical recommendations to help financial advisers grow and scale their businesses.
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.
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.