Platforms within the UK 2022
NextWealth is due to publish an annual report which explores the investment platforms within the UK.
NextWealth is due to publish an annual report which explores the investment platforms within the UK.
At NextWealth we want to help firms thrive amid disruption and one of the biggest sources of disruption is regulatory change. We are pleased to provide you with this report to provide industry and customer context to help you fulfil your obligations under the new Consumer Duty.
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report which allows financial planners to compare their firm with those of their peers.
NextWealth is due to release a second update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
The latest NextWealth Tech Stack series repot benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
This mini-report on security provides headline trends on the direction platform providers are moving in terms of digital security protocols available to financial advisers using their services.
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
NextWealth has published an update to the bi-annual MPS assets report, which forms part of NextWealthā€™s research and insight on the investment propositions of financial advisers.
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.Ā