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NextWealth

Natwest CEO outlines financial planning focus following Evelyn Partners deal

Companies

Natwest CEO outlines financial planning focus following Evelyn Partners deal

Also highlights ‘significant’ Bestinvest opportunity

clock 09 February 2026 • 4 min read
Client demand for wealth transfer advice accelerates

Your profession

Client demand for wealth transfer advice accelerates

Latest IFA research from Fidelity

clock 20 January 2026 • 1 min read
Diversification, growth and adviser demand: MPS in 2025 and 2026 predictions

DFM & Model Portfolios

Diversification, growth and adviser demand: MPS in 2025 and 2026 predictions

‘MPS providers have raised their game’

clock 18 December 2025 • 6 min read
Providers have 'clear role' to help advice firms with AI governance support

Technology

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

clock 02 December 2025 • 3 min read
More than half of advisers view compliance as their main challenge

Your profession

More than half of advisers view compliance as their main challenge

Fidelity Adviser Solutions finds

clock 05 November 2025 • 2 min read
Firms shifting down from M&A and up through organic gears for growth

Your Business

Firms shifting down from M&A and up through organic gears for growth

A 'great deal' of M&A fine tuning going on

clock 03 November 2025 • 4 min read
Advisers confident in client work but less so when it comes to innovation

Your profession

Advisers confident in client work but less so when it comes to innovation

Technology, markets and regulation remain ‘weaker spots’

clock 22 October 2025 • 6 min read
Only 17% of financial advisers believe younger hires would attract more clients

Your profession

Only 17% of financial advisers believe younger hires would attract more clients

Advisers under 45 generated largest proportion of personal revenue from new clients

clock 21 October 2025 • 2 min read
Back to school for back office systems...

Technology

Back to school for back office systems...

... while platforms deliver on service

clock 07 October 2025 • 3 min read
Advisers create own strategies to combat 'fragmented' back-office systems

Technology

Advisers create own strategies to combat 'fragmented' back-office systems

Frustration with ‘lack of seamless connectivity’ continues

clock 25 September 2025 • 2 min read
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