Timeline

Advisers, business owners and paraplanners share their thoughts

Each added more than £3bn in assets in the last year, NextWealth finds

‘Operations roles are critical to driving business success’

CEO Abraham Okusanya revealed the launch at its Adviser 3.0 conference

Experts highlight the ‘gender gap’ in financial confidence

Move to ‘drive down costs and improve results’ for advisers

The MPS provider secures Series B funding for national expansion

Advisers looking for innovation in all the wrong places

Led by MTech Capital