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Top News In Next Wealth Today - Breaking & Trending Today

Is ChatGPT right about the value of advice?

I thought I would ask ChatGPT its view on the value of advice. Was I surprised? Well, I thought the answer was very interesting. ....

City Of , United Kingdom , Northern Ireland , Dan Murrell , Elon Musk , Next Wealth ,

What the 'great platform shakeout' means for financial advisers

Tim Sargisson looks at the ever-changing platform market and explains what it all means for advisers. ....

Heather Hopkins , Professional Adviser , Next Wealth , Great Platform Shakeout , Consumer Duty , Tim Sargisson ,

Tim Sargisson: Percentage charging firms are doomed for failure

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? ....

City Of , United Kingdom , Dan Murrell , Financial Conduct Authority Consumer Duty , Financial Advice Business Benchmarks , Financial Conduct Authority , Next Wealth ,

Onyx Advisor Network announces launch date and price for tech stack

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. ....

United States , Huntington Beach , Envestnet Moneyguide , Dasarte Yarnway , Leighann Miko , George Floyd , Compliance Solutions , Berknell Financial Group , Onyx Advisor Network , Emlen Miles Mattingly , Financial Group , Next Wealth , Advisor Network , Model Portfolios , Equalis Financial , Future Proof Festival , Future Proof , Black History Month , History Month , Wealth Management , Industry News , Diversity And Equality , Career Advancement ,

How advisors and firms can use tech to future-proof the business

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

Joel Bruckenstein , Nick Covyeau , James Vermillion , Chris Zuczek , Meen Choi Arizent , Technology Tools For Today , Emlen Miles Mattingly , Next Wealth , Financial Planning , Microsoft Teams , Private Wealth , Tech Survey , Practice And Client Management , Data And Information Management , Wealth Management , Future Proof 2022 ,