NextWealth

Big-name discretionary managers struggling to gain adviser market share - research

Managed solutions

Big-name discretionary managers struggling to gain adviser market share - research

80% advisers use MPS

clock 14 October 2021 • 1 min read
How much? The crux of adviser firm charging models

Your Business

How much? The crux of adviser firm charging models

'Wide variety of fee combinations'

clock 13 October 2021 • 8 min read
Advisers show 'unprecedented' appetite for technology - NextWealth

Technology

Advisers show 'unprecedented' appetite for technology - NextWealth

Latest NextWealth research

clock 15 September 2021 • 2 min read
Advisers favour modelling tools over 4% rule for 'safe' income drawdown

Income

Advisers favour modelling tools over 4% rule for 'safe' income drawdown

Moved on from 4% rule of thumb

clock 10 June 2021 • 3 min read
Letter of authority 'major stumbling block' for advisers - research

Your profession

Letter of authority 'major stumbling block' for advisers - research

'Broken process'

clock 08 June 2021 • 3 min read
Younger financial adviser driving tech change - NextWealth

Your profession

Younger financial adviser driving tech change - NextWealth

36% plan to add new tech

clock 01 June 2021 • 2 min read
Half of larger advice firms plan to launch in-house white label platform

Your profession

Half of larger advice firms plan to launch in-house white label platform

But 76% have no plans

clock 25 May 2021 • 1 min read
ESG client conversations becoming more prevalent - NextWealth

Your profession

ESG client conversations becoming more prevalent - NextWealth

203 advisers surveyed

clock 12 April 2021 •
Heather Hopkins: Talking to clients about ESG

Investment

Heather Hopkins: Talking to clients about ESG

'What are you trying to achieve with your wealth?'

clock 17 February 2021 • 3 min read
'Make your voices heard': Advisers urged to share consumer investment market views

Regulation

'Make your voices heard': Advisers urged to share consumer investment market views

Call for input closes 15 December

clock 09 December 2020 •
Most read
01

FCA fines adviser £116k for 'reckless' pension transfers

15 October 2021 • 2 min read
02

How much? The crux of adviser firm charging models

13 October 2021 • 8 min read
03

Pictures from the Women in Financial Advice Awards 2021

13 October 2021 • 1 min read
04

Bruce Moss: Five simple changes to fix 'systemic' drawdown failings

11 October 2021 • 5 min read
05

IFA warns advice firms to be 'on alert' after phishing attack

13 October 2021 • 3 min read