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

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

Summary

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

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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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