Publications

17 June, 2021

MPS Proposition Comparison Report: Q1 2021 Asset Update

Summary:
At NextWealth we will continue to track the changes to assets in discretionary model portfolio services or managed portfolio services (MPS) quarterly.

02 June, 2021

Welcoming New Clients to Financial Planning

Summary:
NextWealth and Origo have published a report presenting the case for industry process improvement.

11 May, 2021

Spectrum of Adviser Platforms and the Rise of White Labelling

Summary:
NextWealth’s Spectrum of Adviser Platforms and the Rise of White Labelling report reveals a subtle but substantial shift among large financial advice businesses toward launching a bespoke or white-label platform.

14 April, 2021

Platforms within the UK 2021

Summary:
This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.

22 March, 2021

Adviser Tech Stack Series Spring 2021

Summary:
The Adviser Tech Stack Report is a semi-annual publication focusing on adviser technology reviews, functionality, platform documentation signature requirements and more.

03 March, 2021

ESG Tracking Study 2021 Update

Summary:
NextWealth has published an update to our ESG Tracking Study for financial advice businesses. Supported by 19 financial organisations, this report digs deeps into the world of ESG.

23 February, 2021

Ascentric Centralised Retirement Proposition - Benchmarking Report 2021

Summary:
In association with Ascentric, we have taken a dive into centralised retirement propositions.

29 January, 2021

Aegon Retirement Advice in the UK 2021

Summary:
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.

17 December, 2020

Discretionary MPS Proposition Comparison 2020

Summary:
Assets in Model or Managed Portfolio Services (MPS) continue to rise – but the growth is uneven. This report, updated yearly, forms part of NextWealth’s research and insight on the investment propositions of financial advisers.

05 November, 2020

Adviser Tech Report H2 2020

Summary:
Every 6 months, NextWealth publishes its Adviser Tech Stack Report. This 50+ page report offers an in-depth look at adviser tech, covering the market share and proposition of key providers and adviser reviews.

13 October, 2020

ESG Tracking Study 2020

Summary:
NextWealth has published its first ESG Tracking Study for financial advice businesses. Supported by 19 financial organisations, this report digs deeps into the world of ESG. To get your copy, follow this link and complete your details.

01 October, 2020

Financial Advice Business Benchmarks 2020

Summary:
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmark study (2020) for financial advice businesses as they emerge from the initial Covid lockdown.

23 September, 2020

Achieving Growth and Scale: A guide for financial advice businesses

Summary:
A report support by Standard Life offering benchmarks and practical recommendations to help financial advisers grow and scale their businesses.

03 July, 2020

Adviser Technology and Productivity Maps

Summary:
At NextWealth we have mapped adviser technology along with a map of productivity tools being used by financial advisers to help spread the word about the tools that are working for other firms.

16 June, 2020

Practitioner insights on managing an advice business

Summary:
NextWealth and Fidelity FundsNetwork have published a series of reports considering the changing environment of financial advice, the challenges faced by advice firms and the adaption of the role of the financial adviser.

27 May, 2020

Platforms within the UK 2020

Summary:
This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.

27 May, 2020

Ascentric Centralised Retirement Propositions - Benchmarking report

Summary:
In association with Ascentric, we have taken a dive into centralised retirement propositions. In this report, the use of a CRP is explored, alongside different approaches to managing client income, client segmentation and tools used.

23 April, 2020

Platform e-Signature and Document Submission Requirements

Summary:
NextWealth collected data from 20 platform providers on 85 distinct processes to publish the most comprehensive picture available of document submission requirements.

24 January, 2020

Aegon Retirement Advice in the UK Report

Summary:
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.

04 November, 2019

Financial Advice Business Benchmarking Report 2019

Summary:
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmarking study for financial advice businesses.