Digital Integration & Wealth Management: technology gaps and solutions
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
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Tech to Manage the Investment Proposition 2022
NextWealth has publsihed the Tech to Manage the Investment Proposition report which delves into the technology being used by financial advice firms and DFMs to manage the investment proposition.
NextWealth Live 2022 Report
On the 22nd of March 2022, we hosted our annual conference NextWealth Live. We are pleased to share our post-event report summarising the key themes and debates from the day.
Sustainable Investing Tracker Study 2022 Update
NextWealth has published an update to the Sustainable Investing Tracking Study (formerly named the ESG Tracking Study).
Aegon Retirement Advice in the UK 2022
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
ESG Tracking Study H2 2021
NextWealth has published its third ESG Tracking Study report for financial advice businesses. This report digs deep into the world of ESG – what it means, how the views of investors are changing and how platforms, investment houses and financial advisers need to adapt.
Financial Advice Business Benchmarks Report 2021
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report to allow financial planners to compare their firm with those of their peers.
Welcoming New Clients to Financial Planning
NextWealth and Origo have published a report presenting the case for industry process improvement.
Spectrum of Adviser Platforms and the Rise of White Labelling
NextWealth’s Spectrum of Adviser Platforms and the Rise of White Labelling report reveals a subtle but substantial shift among large financial advice businesses toward launching a bespoke or white-label platform.
Platforms within the UK 2021
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.
