As predicted by NextWealth’s The Great Platform Shakeout Report
MPS market sees ‘David and Goliath’ trend in 2022
NextWealth report looks at implications of Consumer Duty rules
Some 52% of surveyed advisers currently use a DFM MPS
Latest NextWealth Adviser Tech Stack report predicts ‘calm before storm’
Goodbye to wet signatures?
Reliant on spreadsheets and Word
Working Lunch series
'An uncertain time for retirees and advisers'