Planners younger and more ambitious than advisers
- Tuesday, 10 October 2023
- Articles
The number of Financial Planners is set to grow according to wealth consultancy NextWealth, after its research showed that Financial Planners are younger and more ambitious than typical financial advisers.
Read more...1 in 5 adviser firms set to 'rationalise' tech stack
- Thursday, 21 September 2023
- Articles
Consumer Duty pressure will spur one in five adviser firms to change or ditch some of their tech tools in the next 12 months, a new report predicts.
Read more...NextWealth's Hopkins joins Nucleus advisory board
- Tuesday, 09 May 2023
- Articles
Adviser platform Nucleus has expanded its advisory board by appointing appointed NextWealth founder Heather Hopkins as chair.
Read more...Editor’s Comment: Stop-start retirement
- Friday, 24 February 2023
- Articles
There was a time when retirement was a line in the sand. You retired from your job, received a carriage clock from your employer and headed off into your sunset years with a decent pension and plans to play a bit more golf or do some DIY.
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