Delivering Operational Leverage
NextWealth has published Delivery Operational Leverage as part of the Adviser Tech Stack Series. This report delivers in-depth analysis of the technology that underpins the delivery of financial advice.
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Financial Advice Business Benchmarks Report 2023
NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
Advice Tech Foundations: stability and satisfaction in adviser tech
The latest Tech Stack series report, Advice Tech Foundations has been released. This report benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms
NextWealth has published its latest report in the Adviser Tech Stack series,Ā Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms.
MPS Proposition Comparison Report 2023 ā€“ Asset Update
This report, updated bi-annually, forms part of NextWealthā€™s research and insight on the investment propositions of financial advisers. We focus on the changes within inflow, charges and proposition composition across 40 DFMs in the industry.
An Adviser Guide to Working Effectively with Investment Partners
Prompted by the Consumer Duty, there is a good deal of discussion about the nature and value of financial advice. The industry is squarely focussed on value and good outcomes for clients and many financial advice firms are taking a fresh look at the service offered to clients.
