The latest NextWealth Tech Stack series report benchmarks adviser platforms on eSignature and document submission. It shows that 72% of advisers want a fully digital set of processes from their platform compared with an average of 19% of processes still requiring a paper form (posted or scanned).
The latest NextWealth Tech Stack series report benchmarks adviser platforms on eSignature and document submission. It shows that 72% of advisers want a fully digital set of processes from their platform compared with an average of 19% of processes still requiring a paper form (posted or scanned).
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.
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.
NextWealth has published an update to the Sustainable Investing Tracking Study (formerly named the ESG Tracking Study).
As part of the NextWealth Adviser Tech Stack series, the March 2022 report focuses on tech-enabled advice, it highlights how far the financial advice profession has to go to maximise the opportunities offered by technology.
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
NextWealth is preparing to publish their annual MPS Proposition Comparison report, which is due to be released in December 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.
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.
The Adviser Tech Stack Report is a report with the latest reviews and ratings from over 900 financial advice professionals is available now.
