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Discovery Series
12/03/24

Consolidator and Aggregator Report 2024

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.

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    Explore our latest research.

    Discovery Series
    12/03/24

    Consolidator and Aggregator Report 2024

    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.

    Discovery Series
    08/02/24

    Future of Financial Advice 2024

    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.

    Retirement Advice Series
    25/01/24

    Managing Lifetime Wealth 2024

    The report is the sixth edition of the Managing Lifetime Wealth report, which charts the continued rise in demand for retirement advice as well as the growing complexity of delivering advice for clients decumulating wealth.

    Discovery Series
    05/12/23

    Helping people who need help

    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.

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