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  • Top 4 platforms will take 75% of assets by 2022

    Heather Hopkins of Platforum
  • Advisers warming to centralised retirement plans

    60% of clients seek retirement advice
  • Younger Planners driving tech change

    Financial Planners under 45 are driving technology adoption for their firms
  • Planners lack tech skills says NextWealth

    Barriers to technology adoption by Financial Planners according to NextWealth
  • 3 in 4 advisers fail to evidence Financial Planning value

    How advisers evidence value. Source: NextWealth
  • 1 in 5 adviser firms set to 'rationalise' tech stack

    NextWealth's Heather Hopkins
  • MPS assets rise as charges fall - report

    Heather Hopkins of NextWealth
  • 9 in 10 advisers expect AI to impact their jobs

    Heather Hopkins, managing director of NextWealth

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