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Heather Hopkins

A third of large firms to adopt the adviser-as-platform model

Platforms

A third of large firms to adopt the adviser-as-platform model

As predicted by NextWealth’s The Great Platform Shakeout Report

clock 19 January 2023 • 2 min read
DFM newcomers secure 'impressive' growth over established players

Managed solutions

DFM newcomers secure 'impressive' growth over established players

MPS market sees ‘David and Goliath’ trend in 2022

clock 07 December 2022 • 2 min read
Clients rate advisers good with 'room for improvement'

Your profession

Clients rate advisers good with 'room for improvement'

NextWealth report looks at implications of Consumer Duty rules

clock 16 November 2022 • 2 min read
Adviser DFM usage in 'rapid rise', reveals NextWealth report

Managed solutions

Adviser DFM usage in 'rapid rise', reveals NextWealth report

Some 52% of surveyed advisers currently use a DFM MPS

clock 13 October 2022 • 1 min read
'Storm brewing' for tech providers as adviser satisfaction falters

Technology

'Storm brewing' for tech providers as adviser satisfaction falters

Latest NextWealth Adviser Tech Stack report predicts ‘calm before storm’

clock 20 September 2022 • 2 min read
Heather Hopkins: Will advisers be caught napping as processes digitise?

Your Business

Heather Hopkins: Will advisers be caught napping as processes digitise?

Goodbye to wet signatures?

clock 01 August 2022 • 2 min read
NextWealth: DFMs still hindered by 'low tech' operations

Investment

NextWealth: DFMs still hindered by 'low tech' operations

Reliant on spreadsheets and Word

clock 30 May 2022 • 2 min read
Majority of advisers believe sustainable investing does not compromise returns - Square Mile

Your profession

Majority of advisers believe sustainable investing does not compromise returns - Square Mile

Up from 76% in Q4 2020

clock 11 May 2022 • 3 min read
Heather Hopkins: Forget tech evolution, it's time to reimagine adviser tech

Technology

Heather Hopkins: Forget tech evolution, it's time to reimagine adviser tech

Working Lunch series

clock 26 April 2022 • 2 min read
Advice firms using central retirement propositions 'up 15%' from 2020

Your Business

Advice firms using central retirement propositions 'up 15%' from 2020

'An uncertain time for retirees and advisers'

clock 07 April 2022 • 2 min read
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