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Sustainable Investing Series

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.

Adviser Technology Series

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.

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