Page 2 - Next Wealth News Today

I was surprised to see 81% of advisers continue to follow the percentage charging model. Surely, the drop in fund values means a consequent fall in income. And how many firms can afford that?

Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.

Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.

Challenger bank Monzo has started recruiting for a general manager (GM) of investments, to build and run its new investments and wealth business.

Advisers are increasingly time poor, but are they missing in the trick by not using adviser technology to its fullest potential for the heavy lifting?

Demand for retirement advice increases in pandemic By Sonia Rach 2 nd March 2021 9:51 am Approximately 40 per cent of advisers said demand for retirement advice has increased during the Covid-19 pandemic. Research by Aegon and Next Wealth found that retirement advice accounts for an average of 58 per cent of adviser businesses. This is expected to rise to 63 per cent in the next three years. The report, titled Managing Lifetime Wealth: retirement planning in the UK, ...