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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. ....

Heather Hopkins , Microsoft Teams , ஹீத்தர் ஹாப்கின்ஸ் , மைக்ரோசாஃப்ட் அணிகள் ,

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. ....

Heather Hopkins , Tech Stack Report , Heather Hopkins , Oung Advisers , ஹீத்தர் ஹாப்கின்ஸ் ,

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. ....

Heather Hopkins , Russell Facer , Threesixty Services , ஹீத்தர் ஹாப்கின்ஸ் , ரஸ்ஸல் பாசேர் , டரீஸிக்ஷ்டி சேவைகள் ,

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,. ....

Heather Hopkins , White Label Platforms Report , ஹீத்தர் ஹாப்கின்ஸ் ,

Implement 'simple client survey' to gauge ESG appetite

Implement 'simple client survey' to gauge ESG appetite
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.

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