After a period of momentum behind adviser-as-platform and Model-b propositions, adoption patterns have now levelled off, NextWealth has found.
NextWealth's When the Dust Settles: Platforms After the Shakeout report including views from 296 financial advice professionals found that now the dust has settled on the "initial shakeout" of the adviser-as-platform market. The report stated that "it is clear" that change is being driven less by headline model shifts and more by how effectively platforms support migration, adviser adoption, data and integration, and the operating models of advice firms at scale. NextWealth's findings showed that firms reported clear wins with the Model-b, such as onboarding, lean operations, client e...
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