NextWealth

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
How much? The crux of adviser firm charging models

Your Business

How much? The crux of adviser firm charging models

'Wide variety of fee combinations'

clock 13 October 2021 • 8 min read
Advisers show 'unprecedented' appetite for technology - NextWealth

Technology

Advisers show 'unprecedented' appetite for technology - NextWealth

Latest NextWealth research

clock 15 September 2021 • 2 min read

Income

Advisers favour modelling tools over 4% rule for 'safe' income drawdown

Moved on from 4% rule of thumb

clock 10 June 2021 • 3 min read

Your profession

Letter of authority 'major stumbling block' for advisers - research

'Broken process'

clock 08 June 2021 • 3 min read

Your profession

Younger financial adviser driving tech change - NextWealth

36% plan to add new tech

clock 01 June 2021 • 2 min read

Your profession

Half of larger advice firms plan to launch in-house white label platform

But 76% have no plans

clock 25 May 2021 • 1 min read

Your profession

ESG client conversations becoming more prevalent - NextWealth

203 advisers surveyed

clock 12 April 2021 • 2 min read

Investment

Heather Hopkins: Talking to clients about ESG

'What are you trying to achieve with your wealth?'

clock 17 February 2021 • 4 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