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.
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.
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.
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.
Prompted by the Consumer Duty, there is a good deal of discussion about the nature and value of financial advice. The industry is squarely focussed on value and good outcomes for clients and many financial advice firms are taking a fresh look at the service offered to clients.
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.
Based on analysis of acquisitions between Q1 2021 and Q1 2023, this report provides an overview of the market for financial advice business acquisitions, including drivers, trends, and profiles of the major consolidators and aggregators.​
At NextWealth we want to help firms thrive amid disruption and one of the biggest sources of disruption is regulatory change. We are pleased to provide you with this report to provide industry and customer context to help you fulfil your obligations under the new Consumer Duty.
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
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.Â
