Sustainable Investing Tracker Study 2023
NextWealth has released the 6th update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
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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, speakersā€™ views and areas of debate from the event.
Consolidators & Aggregators Report
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.ā€‹
Hacking the Journey – Advice’s hybrid future
NextWealth has published its latest report in the Adviser Tech Stack series, Hacking the Journey - Advice's hybrid future. This report is about financial advice that makes the best use of humans and machines.
Managing Lifetime Wealth: retirement planning in the UK 2023
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.
The Great Platform Shake-Out
NextWealth is due to publish its latest report in the Adviser Tech Stack series, The Great Platform Shake-Out.Ā The UK adviser platform market has undergone several transformations in its roughly 20-year existence. The latest trend is to adviser-as-platform.
