Blog
Discretionary MPS – reflections from our recent report
Today we published our annual Discretionary MPS Proposition Comparison report. The report is available for purchase (data providers get a free summary as do financial advice professionals on our research panel). Having interviewed dozens of DFMs, analysed pricing...
Client review meeting tips
Financial advice firms are spending an average of 105 days per year per adviser preparing for client review meetings. The review meeting is a critical moment in the relationship between financial adviser and client. A financial plan should be an ever-evolving document...
UK Financial Adviser Market Consolidation: why activity will slow
The consolidation trend in the UK financial adviser market is tailing off. The headlines might suggest otherwise, but our hunch is that the pace of new deals is slowing. Our thinking can be boiled down to carrot and stick. 1. If they haven't bitten yet, they aren't...
Looking to the future: Business models for retail wealth management
We’ve been thinking a lot at NextWealth about future business models for retail wealth management. Our analysis suggests that the biggest disruption will happen in distribution and administration. So far this is coming at a cost to customers. We estimate that over the...
Third party platforms cost clients less
NextWealth research published in our September 2021 update to our Adviser Tech Stack report reveals that the average fee paid by a client for the platform is lowest for advisers that are using a fully outsourced platform. Clients with advisers that manage their own...
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