Segmentation can help boost client outcomes says report
- Monday, 24 June 2024
- Articles
![M&G Wealth website](/media/k2/items/cache/e0a792e922500cd465a6e291e044d324_Generic.jpg)
Financial Planners and advisers who segment clients believe it can deliver better outcomes, improve value for money and offer lower-cost services to some client groups, according to a new study.
Read more...9 in 10 advisers expect AI to impact their jobs
- Thursday, 23 May 2024
- Articles
![Heather Hopkins, managing director of NextWealth](/media/k2/items/cache/fbdbb210283c209ef4bd483310db111b_Generic.jpg)
Nine in 10 financial advisers expect increased speed and operational efficiency from the use of AI, according to a new report.
Read more...Consolidation set to fuel M&A activity this year
- Tuesday, 12 March 2024
- Articles
![NextWealth website](/media/k2/items/cache/cb1246484eaa8d55bc6fd861d02d21ac_Generic.jpg)
Mergers and acquisitions are continuing to drive change in the financial advice sector but acquirers are increasingly looking at consolidation, not aggregation, according to a new study.
Read more...Advisers lose appetite to launch their own platform
- Monday, 04 March 2024
- Articles
![NextWealth website](/media/k2/items/cache/bb0e49e2dc46c0cfb3df5932bc985032_Generic.jpg)
The number of advice firms planning to launch their own in-house platform has levelled-off, according to NextWealth’s latest report into the trend.
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