We have partnered with Aegon to publish our annual benchmarking study which gives advice professionals the chance to consider their own practice’s retirement advice process by comparing it to those offered by other advice firms.
It also provides stakeholders within the retirement advice industry insight into the new challenges facing advisers against the backdrop of the global pandemic, market volatility and a changing regulatory landscape.
NextWealth has published a guide called âGetting onboard with offboarding: A positive approach to client servicing and offboardingâ. It is supported by HUB Financial Solutions (part of Just Group) and Vanguard and sets out to offer a practical guide to advice firms exploring how to get the best value from client relationships.
Only 2% of UK advised client assets are invested in private market assets. That compares to 15% globally. Why the difference? Our Private Market Assets report explores attitudes and approaches among UK financial advisers when it comes to private market investing and establishes the investment case at a high level.
NextWealth and BNY Mellon have partnered to update our retirement advice research series â Retirement Advice in the UK: Time for Change?
NextWealth has combined forces with PIMFA to publish an update to your annual Financial Advice Business Benchmarks report. It aims to allow financial advice professionals to compare their firms with those of their peers.
The NextWealth Adviser Tech Stack series delivers in-depth analysis of the technology that underpins the delivery of financial advice. This latest edition is our annual state of the nation report, covering market share and adviser reviews of key tech providers as well as the ways that advisers are using their tech and how that is changing.
NextWealthâs Risky Business report forms part of our Adviser Tech Stack series. Financial advisers and planners employ varied methods to help clients comprehend investment risk, capacity for loss, sequencing risk, and the risk of not achieving financial goals. Some firms merely reference risk discussions in meeting notes, while others dedicate entire meetings to the topic. Tools such as attitude to risk questionnaires (ATRQs) and cash flow modelling are integral, especially for clients entering or in retirement, supported by tailored conversations.
