NextWealth

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
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
Most read
01

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

19 December 2024 • 5 min read
02

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

19 December 2024 • 5 min read
03

Compliance costs forcing advisers to seek clients with more in the bank

19 December 2024 • 3 min read
04

Experienced financial planner launches own firm

20 December 2024 • 4 min read
05

How advisers keep up client engagement at Christmas

19 December 2024 • 3 min read