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Younger advisers spearhead tech adoption

Financial advisers aged under 45 are spearheading tech adoption in the profession.This is what NextWealth reveals in its latest tech stack report update.Thirty-six per cent of younger advisers plan to add a new piece of technology. That’s more than double of the 15% average.

Younger financial adviser driving tech change

Financial advisers below the age of 45 are driving tech adoption for the profession, according to research by NextWealth.

Advice firms shift toward launching own white-label platforms

Advice firms shift toward launching own white-label platforms By Jean-Baptiste Andrieux 25 th May 2021 10:00 am Almost half of advice firms with £250m assets under management (AUM) plan to launch their own white-label platform in the next three years. This is the main finding from a new report by NextWealth that reveals a substantial shift toward white-label platforms. It surveyed 218 advisers in February 2021 and also organised a roundtable with 10 senior managers from large financial advice businesses and consolidators. In addition to this, NextWealth sent a questionnaire to 28 platforms, with 24 of them providing answers. NextWealth managing director Heather Hopkins said: “Our survey with advisers for the report reveals a shift could be on the horizon in the way that financial advisers structure their businesses.

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

Half of larger advice firms plan to launch in-house white label platform But 76% have no plans Heather Hopkins: “Our survey with advisers for the report reveals a shift could be on the horizon in the way that financial advisers structure their businesses. Half of adviser firms with more than £250m AUA plan to launch their own white label platform in the next three years, research by NextWealth has found. The White Label Platforms Report, which surveyed 218 advisers, found a further 8% said plans are already underway and a 4% said they hoped to launch a customised platform within the next year. However,.

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