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  • Younger Planners driving tech change

    Financial Planners under 45 are driving technology adoption for their firms
  • Recruitment moves higher on Planners' agendas

    Sarah Lord, President of the PFS
  • Planners lack tech skills says NextWealth

    Barriers to technology adoption by Financial Planners according to NextWealth
  • Planner adoption of new tech stalls

    Only 13% of financial advisers are planning on making technology changes in the next 12 months.
  • Planners holding back on recruitment amid turmoil

    The PFS and NextWealth surveyed advisers in July and August
  • 3 in 4 advisers fail to evidence Financial Planning value

    How advisers evidence value. Source: NextWealth
  • Demand for retirement advice has increased

    Worried-looking people
  • Editor’s Comment: Stop-start retirement

    Editor Kevin O'Donnell
  • NextWealth's Hopkins joins Nucleus advisory board

    NextWealth founder Heather Hopkins
  • 1 in 5 adviser firms set to 'rationalise' tech stack

    NextWealth's Heather Hopkins
  • Planners younger and more ambitious than advisers

    Heather Hopkins of NextWealth
  • One in six adviser firms looking to sell

    Financial Advice Business Benchmarks 2023 Report
  • NextWealth predicts ‘seismic shift’ in advice firms' structures

    Fee earner to non-fee earner ratio prediction by NextWealth
  • MPS assets rise as charges fall - report

    Heather Hopkins of NextWealth
  • Pension tax changes boost business for 49% of advisers

    Steven Cameron, pensions director at Aegon
  • Medical advances helping drive demand for retirement advice

    Steven Cameron, pensions director at Aegon, who sponsored the report
  • Economic woes are changing retirement behaviours

    Steven Cameron, pensions director at Aegon UK
  • Small advice firms to thrive by 2028 - report

    NextWealth website
  • 2 in 3 advisers say clients fear outliving their pensions

    Half (45%) of advisers said clients had expressed desires to travel or live overseas.
  • Advisers lose appetite to launch their own platform

    NextWealth website
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