Bigger is better, might makes right, size matters, scale is king
Bigger is better, might makes right, size matters, scale is king. The flurry of M&A activity across the retail-investing supply chain in 2019 could easily lead one to the conclusion that heft is the way forward in retail investing. Consolidators continued to...The five things advisers really want from tech providers
Five things advisers want from their tech providers. In this column in Professional Adviser, Julie Best, Qualitative Researcher for NextWealth discusses the most important things adviser want from their technology providers. Hint – they want technology to save...
Watch NextWealth LIVE 2019
NextWealth Live brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth. The videos and links to presentations from the inaugural can be found below. NextWealth Live 2020 will again take place at The Royal...Segregated Mandates: Wealth Managers as Manufacturers
This week we published our 2019 update to our report: Wealth Managers as Manufacturers: The Continued Rise of Segregated Mandates in Retail Investment Distribution. NextWealth estimates that there are £112bn of assets in wealth manager and DIM segregated mandates....
NextWealth Live conference report
We are pleased to share with you a report highlighting the major themes, speakers’ views and areas of debate from our inaugural NextWealth Live conference that took place in March. The report aims to crystallise the issues for the industry and serve as a summary you...FOLLOW US
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