To help firms adapt, innovate and thrive amid this disruption, NextWealth is publishing a second edition of it's Consolidators and Aggregators Report covering trends in financial advice firm acquisitions and will include profiles of 15-20 acquiring firms.
To help firms adapt, innovate and thrive amid this disruption, NextWealth is publishing a second edition of it's Consolidators and Aggregators Report covering trends in financial advice firm acquisitions and will include profiles of 15-20 acquiring firms.
NextWealthā€™s The Next Platform Shakeout report forms part of our Adviser Tech Stack series. This report marks our third dedicated to the theme of financial advice firms becoming platform operators.
NextWealthā€™s The Future of Financial Advice report uses data and insights to highlight the disruptive forces that are determining the future shape of the retail financial advice market and predicts how financial advice will look in five yearsā€™ time.
The report is the sixth edition of the Managing Lifetime Wealth report, which charts the continued rise in demand for retirement advice as well as the growing complexity of delivering advice for clients decumulating wealth.
NextWealth has published its annual MPS Proposition Comparison report. This report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
In partnership with Ignition Advice, we define the problems change-makers are trying to address and propose possible solutions for people needing help. Rather than advice, guidance or hybrid as singular possible options to address this need ā€“ we are casting our net wide and looking at this holistically.
NextWealth has published Delivery Operational Leverage as part of the Adviser Tech Stack Series. This report delivers in-depth analysis of the technology that underpins the delivery of financial advice.
NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
The latest Tech Stack series report, Advice Tech Foundations has been released. This report benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
