The DFM dilemma: Is agent as client putting the risk on advisers?

Heather Hopkins' article on the 'The DFM dilemma: Is agent as client putting the risk on advisers?' has been published in Money Marketing.

MPS Proposition Comparison Report

NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.

Advisers, Pigs and Early Birds

NextWealth Newsletter: Shape of Flows and Save the Date

In this month's NextWealth Newsletter we share some views on the shape of fund flows and in particular the concentration of flows to an ever-shrinking number of funds and ask readers to save 26 March 2019 in their diaries. We will be hosting our first NextWealth Live event on that day in London.

Segregated Mandates: Another bite at the apple

Wealth Managers as Manufacturers: The Rise of Segregated Mandates in Retail