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Adviser Technology Series
20/06/22

eSignature & Document Submission Report 2022

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).

Discovery Series
17/05/22

NextWealth Live 2022 Report

On the 22nd of March 2022, we hosted our annual conference NextWealth Live. We are pleased to share our post-event report summarising the key themes and debates from the day.

Adviser Technology Series
02/03/22

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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