Nine in 10 advisers say good data influences their provider choice
3 July 2025
Almost nine in 10 (88%) financial advisers say data provision influences their decision to work with a provider, says NextWealth. NextWealth’s report found 70% of advice firms also view data as a strategic asset. NextWealth said the findings, part of its Adviser Technology Series, Data Openness: Examining the Data Pipeline, highlighted significant concerns among...
