NextWealth

What the 'great platform shakeout' means for financial advisers

Platforms

What the 'great platform shakeout' means for financial advisers

Assessing the latest trend of 'adviser-as-platform'

clock 03 March 2023 • 3 min read
Flexibility 'a necessity' for hybrid advice, says NextWealth

Business models

Flexibility 'a necessity' for hybrid advice, says NextWealth

New report collates views from 327 advice professionals

clock 27 February 2023 • 2 min read
Retirement advice demand driven by market volatility

Pensions

Retirement advice demand driven by market volatility

Cost of living crisis and market volatility fuelled demand for advice

clock 22 February 2023 • 3 min read
Aegon jumps at growing adviser interest in DFMs with range expansion

Investment

Aegon jumps at growing adviser interest in DFMs with range expansion

Over a fifth of advisers expecting to increase DFM usage in the future

clock 30 January 2023 • 1 min read
Platforms eye pension opportunities once dashboard goes live

Wrap/platforms

Platforms eye pension opportunities once dashboard goes live

Call to starting to thinking 'beyond implementation’

clock 24 January 2023 • 2 min read
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
Advice firms' growth ambitions 'slow' in 2022, report finds

Your Business

Advice firms' growth ambitions 'slow' in 2022, report finds

Advice firms seem ‘increasingly cautious’ after period of change

clock 29 September 2022 • 2 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
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