Helping financial institutions adapt to what’s next in wealth

MPS Quarterly Asset Report

A report based on tracking the changes to assets in MPS.

Financial Advice Business Benchmarks

Free report based on a comprehensive annual survey of financial advisers on technology, business and the future of advice.

New: ESG Tracking Study 2021

NextWealth has published its third ESG Tracking Study report for financial advice businesses. This report digs deep into the world of ESG.

About Us

NextWealth is a specialist research and consultancy dedicated to helping firm adapt to what’s next in wealth.

We have a genuine passion for wealth management and want to make the industry work better for financial advisers and consumers. We do this through unrivalled research, insight, consultancy and thought-leadership to help our clients thrive by turning ideas into action and change.

We are experts on the financial advice market, specially focusing on investment propositions and adviser tech.

Financial Adviser Tech:

  • Adviser tech stack, including back office systems, platforms, cash flow modelling, etc.
  • Key functionality of major providers
  • Likes and dislikes, based on over 1,700 reviews from financial advisers

Investment Propositions:

  • Discretionary managed model portfolios, assets on platform, assets by DFM, charges, profile of users
  • The rise of segregated mandates, or sub-advised, in retail
  • Portfolios for decumulation and retirement advice

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Our Team

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“NextWealth has the most comprehensive research on discretionary MPS and has offered valuable insight to our business on market trends and the competitive landscape. We’ve used the report in developing our proposition, training staff and to refine our sales pitch.”

Rob Gleeson

CIO, FE fundinfo

“Next Wealth have effectively pulled together an extremely useful assessment of the evolving digital processing landscape. They have created measures that accurately reflect the status quo, provide a benchmark of progression and goals for firms to strive toward.”

Sam Anderson

Marketing Manager, Transact

“Undertaking a survey of nearly 160 advisers was a daunting task for us. We didn’t know where to begin, or what questions to ask, and partners never seemed to follow through when we had undertaken this sort of the thing in the past. Heather and NextWealth did everything – with almost no time or effort for us. The best part was that I could completely trust them to produce a comprehensive set of meaningful results. Their format provides us with the confidence to implement new techniques immediately, with real insight into where we are as a business and where we need to focus our efforts going forward.”

Tim Sargisson

CEO, Sandringham Financial Partners

The Periodic Table of
Financial Planning

The essential elements of financial planning