Publications
Reports
You can download all our published reports right here.
Our 2021 research calendar details all publication and release dates for this year.
Download 2021 Research Calendar
06 October, 2021
ESG Tracking Study H2 2021
Summary:
27 September, 2021
Financial Advice Business Benchmarks Report 2021
Summary:
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report to allow financial planners to compare their firm with those of their peers.
08 September, 2021
Adviser Tech Stack Autumn 2021: Adviser Reviews
Summary:
The Adviser Tech Stack Report is a report with the latest reviews and ratings from over 900 financial advice professionals is available now.
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.