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    Adviser Technology Series
    02/05/22

    Tech Enabled Advice Report

    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.

    Sustainable Investing Series
    06/10/21

    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.

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