Digital Integration and Wealth Management: technology gaps and solutions
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
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Discovery Series
We carry out research on behalf of brands and organisations, in collaboration with partners, and to explore issues for ourselves.
Often this research is commercially confidential but, where insights are captured in a report format and we’re able to share the findings, we publish those reports here as part of of our Discovery series.
Tech to Manage the Investment Proposition 2022
NextWealth has publsihed the Tech to Manage the Investment Proposition report which delves into the technology being used by financial advice firms and DFMs to manage the investment proposition.
NextWealth Live 2022 Report
On the 22nd of March 2022, we hosted our annual conference NextWealth Live. We are pleased to share our post-event report summarising the key themes and debates from the day.
Welcoming New Clients to Financial Planning
NextWealth and Origo have published a report presenting the case for industry process improvement.
Centralised Retirement Propositions – Benchmarking Report 2021
In association with Ascentric, we have taken a dive into centralised retirement propositions.
Achieving Growth and Scale: A guide for financial advice businesses
A report supported by Standard Life offering benchmarks and practical recommendations to help financial advisers grow and scale their businesses.
Practitioner insights on managing an advice business
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.
Centralised Retirement Propositions – Benchmarking Report 2020
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.
Giving Credence to Cash
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.
