Publications
Reports
You can download all our published reports right here.
Our 2020 research calendar details all publication and release dates for this year.
Download 2020 Research Calendar
March, 2021
Adviser Tech Stack Report H1 2021
Summary
The Adviser Tech Stack Report is a semi-annual publication focusing on adviser technology reviews, functionality, platform documentation signature requirements and more.
COMING SOON
March, 2021
ESG Tracking Study 2021 Update
Summary
NextWealth is due to publish 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.
COMING SOON
February, 2021
Managing Lifetime Wealth: retirement planning in the UK
Summary
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
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February 18, 2021
Ascentric Centralised Retirement Propositions – Benchmarking Report 2021
Summary
In association with Ascentric, we have taken a dive into centralised retirement propositions.
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December 18, 2020
Discretionary MPS Comparison Report 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.
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November 5, 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.
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October 13, 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.
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September 8, 2020
Financial Advice Business Benchmarks Report 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.
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September 23, 2020
Achieving Growth and Scale
A report support by Standard Life offering benchmarks and practical recommendations to help financial advisers grow and scale their businesses.
Summary
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July 6, 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.
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June 16, 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.
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April 1, 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.
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May 27, 2020
Platforms within the UK
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.
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May 6, 2020
Giving Credence to Cash
Summary
In this report, we explore adviser approaches to working with client cash holdings, report the size of the market for cash management and profile specialist cash management providers as well as the cash servicing arms of other institutions.
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April 23, 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.
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February 28, 2020
Adviser Tech Report
Summary
One of the most dynamic areas of disruption in wealth management is the tech stack supporting financial advice businesses. Technology, when it works, can make a business run more efficiently and with lower risk.
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January 24, 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.
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November 26, 2019
MPS Proposition Comparison Report
Summary
NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.
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November 19, 2019
Financial Advice Business Benchmarking Report
Summary
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmarking study for financial advice businesses.
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