A report supported by Standard Life offering benchmarks and practical recommendations to help financial advisers grow and scale their businesses.
NextWealth and Fidelity FundsNetwork have published a series of reports considering the changing environment of financial advice, the challenges faced by advice firms and the adaption of the role of the financial adviser.
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.
In association with Ascentric, we have taken a dive into centralised retirement propositions. In this report, the use of a CRP is explored, alongside different approaches to managing client income, client segmentation and tools used.
In this report, we explore adviser approaches to working with client cash holdings, report the size of the market for cash management and profile specialist cash management providers as well as the cash servicing arms of other institutions.
NextWealth collected data from 20 platform providers on 85 distinct processes to publish the most comprehensive picture available of document submission requirements.
One of the most dynamic areas of disruption in wealth management is the tech stack supporting financial advice businesses. Technology, when it works, can make a business run more efficiently and with lower risk.