NextWealth

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

... while platforms deliver on service

Frustration with ‘lack of seamless connectivity’ continues

Aegon and NextWealth research suggests just a quarter track this

More than three quarters are seeking AUA increase

Advisers with defined client segmentation strategies more likely to assess and switch investment providers

Making technology work better

‘Advice firms need good data for regulatory compliance’

Average total costs only falling 4 bps, NextWealth finds

Experiencing time and resource constraints more than larger peers