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Top News In Nextwealth Today - Breaking & Trending Today

Model portfolio services outperform adviser platform market

Model portfolio services (MPS) have outperformed the platform market by expanding 9% in the year to 30 September 2023, according to NextWealth’s MPS Proposition Comparison Report 2023. ....

Model Portfolio Service ,

AI is an 'area to watch' for advisers who have not adopted the service

Nearly half (44%) of financial advisers who are not using artificial intelligence (AI) have said that it is still “an area to watch”. ....

Delivering Operational , Artificial Intelligence ,

Adviser to client ratio to diverge widely in next five years

There is likely to be a widening in the distribution of the 1:94 adviser to client ratio over the next five years, according to NextWealth. ....

Delivering Operational ,

Adviser or planner? A clear distinction and earnings difference

There is a ‘clear distinction’ between financial advisers and planners, according to NextWealth. ....

Heather Hopkins , Nextwealth Financial Advice Business Benchmarks , Financial Planning ,

Growing number of advice firms look to change fee structures

A growing proportion of financial advice firms are looking to make changes to their fee structure in the next twelve months, according to NextWealth. ....

Heather Hopkins , Nextwealth Financial Advice Business Benchmarks , Retail Distribution Review , Financial Instruments Directive , Fee Structures , Client Fees ,