By joining the NextWealth research panel you will:

  • Influence the future of retail investing
  • Have your views heard by providers and the regulator
  • Benchmark your business and learn from best practice
  • Get access to free research

As a member of the NextWealth Research Panel, we will ask you to complete no more than four surveys or phone interviews a year. Our surveys cover technology used by advisers, retirement advice and business benchmarks. In return for your time and views, we will give you free access to reports you contribute to and:

  • Adviser Business Benchmarking, an annual report published with the PFS
  • Adviser tech stack reviews and integrations

We will never share your personal data with third parties. You can read our privacy policy for more details.

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    To receive exclusive access to insights and events, sign up as a member of our research panel now. The research panel is for financial advice firm employees only.

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