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Adviser Technology Series
14/04/21

Platforms within the UK 2021

This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.

Sustainable Investing Series
03/03/21

ESG Tracking Study 2021 Update

The latest update to our ESG Tracker helps financial advisers understand what’s influencing ethical, responsible and sustainable investing. Supported by 19 financial organisations, this report digs deeps into the world of ESG.

Retirement Advice Series
29/01/21

Aegon Retirement Advice in the UK 2021

It's been an extremely challenging year for all kinds of businesses. But what have been the consequences – if any – for retirement advice processes in UK financial advice practices? Explore our latest report with AEGON to find out.

Sustainable Investing Series
13/10/20

ESG Tracking Study 2020

NextWealth has published its first ESG Tracking Study for financial advice businesses. Supported by 19 financial organisations, this report digs deeps into the world of ESG. To get your copy, follow this link and complete your details.

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