NextWealth

Heather Hopkins: Will advisers be caught napping as processes digitise?

Your Business

Heather Hopkins: Will advisers be caught napping as processes digitise?

Goodbye to wet signatures?

clock 01 August 2022 • 2 min read
NextWealth: Have your say and help make changes for the better

Your Business

NextWealth: Have your say and help make changes for the better

Latest survey

clock 18 July 2022 • 1 min read
NextWealth: DFMs still hindered by 'low tech' operations

Investment

NextWealth: DFMs still hindered by 'low tech' operations

Reliant on spreadsheets and Word

clock 30 May 2022 • 2 min read
Majority of advisers believe sustainable investing does not compromise returns - Square Mile

Your profession

Majority of advisers believe sustainable investing does not compromise returns - Square Mile

Up from 76% in Q4 2020

clock 11 May 2022 • 3 min read
Heather Hopkins: Forget tech evolution, it's time to reimagine adviser tech

Technology

Heather Hopkins: Forget tech evolution, it's time to reimagine adviser tech

Working Lunch series

clock 26 April 2022 • 2 min read
Advice firms using central retirement propositions 'up 15%' from 2020

Your Business

Advice firms using central retirement propositions 'up 15%' from 2020

'An uncertain time for retirees and advisers'

clock 07 April 2022 • 2 min read
Tech is key issue for rising stars of finance, finds NextWealth

Technology

Tech is key issue for rising stars of finance, finds NextWealth

Ahead of 22 March conference

clock 16 March 2022 • 1 min read
Quilter stops third-party managers investing in Russia and Belarus

Investment

Quilter stops third-party managers investing in Russia and Belarus

Used on firm's WealthSelect service

clock 11 March 2022 • 2 min read
Tim Sargisson: Research is what I'm doing when I don't know what I'm doing

Your profession

Tim Sargisson: Research is what I'm doing when I don't know what I'm doing

Bigger is always better, right?

clock 24 November 2021 • 3 min read
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
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How advisers should approach inheritance planning with clients

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IFAs and clients 'misaligned' on value of financial advice

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Farmers and IHT: Why the chancellor's methods are wrong

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04

Half of industry rejects shift to four-day work week

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ValidPath CEO on redefining independence in financial advice

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