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 ā€“ we are casting our net wide and looking at this holistically.
NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
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.
NextWealth has released the 6th update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
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, speakersā€™ views and areas of debate from the event.
Over the past five years we have worked alongside Richard Parkin on this study and have charted the continued rise in demand for retirement advice.
NextWealth is due to publish an annual report which explores the investment platforms within the UK.
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report which allows financial planners to compare their firm with those of their peers.
NextWealth is due to release a second update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
