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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.

Discovery Series
24/06/24

Keeping MPS clients in focus

In this paper, we explore the problems, solutions, obstacles and opportunities for the industry to improve the robustness and consistency of the management of MPS on platforms. The purpose is to galvanise the change-makers at advice firms, discretionary managers, platforms, and solutions providers to act now to improve how fair value and consistent outcomes are delivered to clients through MPS.

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Discovery Series
06/06/24

Multi Asset Distribution Dynamics

Multi-asset funds are the investment solution most used by financial advisers. They are used alongside model portfolios, as components within model portfolios and as a standalone product. In our survey for this report, we found that three quarters of financial advice professionals use multi-manager or multi-asset funds with 28% expecting to increase their allocation of client assets to these products in the next three years. In May 2023, the Investment Association reported that 17% of UK retail funds were invested in mixed asset funds.

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Discovery Series
23/05/24

AI Index 2024

This report marks version one of the AI Index. NextWealth will update this report at least annually, tracking adoption and readiness to adopt AI in wealth management and financial advice businesses. The report will also include case studies and insights from tech providers (investment platforms, back office systems and other advice tech providers) who will enable adoption of AI in our sector.

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Discovery Series
12/03/24

Consolidator and Aggregator Report 2024

To help firms adapt, innovate and thrive amid this disruption, NextWealth is publishing a second edition of it's Consolidators and Aggregators Report covering trends in financial advice firm acquisitions and will include profiles of 15-20 acquiring firms.

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Discovery Series
08/02/24

Future of Financial Advice 2024

NextWealth’s The Future of Financial Advice report uses data and insights to highlight the disruptive forces that are determining the future shape of the retail financial advice market and predicts how financial advice will look in five years’ time.

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Discovery Series
05/12/23

Helping people who need help

In partnership with Ignition Advice, we define the problems change-makers are trying to address and propose possible solutions for people needing help. Rather than advice, guidance or hybrid as singular possible options to address this need – we are casting our net wide and looking at this holistically.

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Discovery Series
04/04/23

NextWealth Live 2023 Report

On the 21st of March 2023, we hosted our annual conference, NextWealth Live. To follow up from the action packed day, we will publish a report which highlights the major themes, speakers’ views and areas of debate from the event.

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