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 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.
At NextWealth we will continue to track the changes to assets in discretionary model portfolio services or managed portfolio services (MPS) quarterly.