Platform e-Signature and Document Submission Requirements 2020
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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Aegon Retirement Advice in the UK Report
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
Financial Advice Business Benchmarking Report 2019
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmarking study for financial advice businesses.
