Timeline

Financial planners to have direct access to sustainable portfolios

Launches Pennee and adds third-party DFMs to platform

Passive strategies make up half of top ten as adviser preferences shift

Launch intended to ‘simplify investing for advisers’

Firm eyes FCA approval to roll out low-cost, evidence-based fund aligned with adviser demand

Advisers, business owners and paraplanners share their thoughts

Each added more than £3bn in assets in the last year, NextWealth finds

‘Operations roles are critical to driving business success’

CEO Abraham Okusanya revealed the launch at its Adviser 3.0 conference