MPS Proposition Comparison Report 2021
NextWealth is preparing to publish their annual MPS Proposition Comparison report, which is due to be released in December 2021.
Login
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.
Financial Advice Business Benchmarks Report 2021
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.
Adviser Tech Stack Autumn 2021: Adviser Reviews
The Adviser Tech Stack Report is a report with the latest reviews and ratings from over 900 financial advice professionals is available now.
MPS Proposition Comparison Report 2021 – Asset Update
At NextWealth we will continue to track the changes to assets in discretionary model portfolio services or managed portfolio services (MPS) quarterly.
Welcoming New Clients to Financial Planning
NextWealth and Origo have published a report presenting the case for industry process improvement.
Spectrum of Adviser Platforms and the Rise of White Labelling
NextWealth’s Spectrum of Adviser Platforms and the Rise of White Labelling report reveals a subtle but substantial shift among large financial advice businesses toward launching a bespoke or white-label platform.
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.
Platform e-Signature and Document Submission Requirements 2021
A year after publishing the definitive report on eSignature and submissions, we've gathered data from 23 platform providers on 85 distinct processes to provide a comprehensive picture for 2021.
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.
