Login
Sustainable Investing Tracker Study 2022 Update
NextWealth has published an update to the Sustainable Investing Tracking Study (formerly named the ESG Tracking Study).
Tech Enabled Advice Report
As part of the NextWealth Adviser Tech Stack series, the March 2022 report focuses on tech-enabled advice, it highlights how far the financial advice profession has to go to maximise the opportunities offered by technology.
Aegon Retirement Advice in the UK 2022
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
MPS Proposition Comparison Report 2021
NextWealth is preparing to publish their annual MPS Proposition Comparison report, which is due to be released in December 2021.
ESG Tracking Study H2 2021
NextWealth has published its third ESG Tracking Study report for financial advice businesses. This report digs deep into the world of ESG – what it means, how the views of investors are changing and how platforms, investment houses and financial advisers need to adapt.
Financial Advice Business Benchmarks Report 2021
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report to allow financial planners to compare their firm with those of their peers.
Adviser Tech Stack Autumn 2021: Adviser Reviews
The Adviser Tech Stack Report is a report with the latest reviews and ratings from over 900 financial advice professionals is available now.
MPS Proposition Comparison Report 2021 – Asset Update
At NextWealth we will continue to track the changes to assets in discretionary model portfolio services or managed portfolio services (MPS) quarterly.
Welcoming New Clients to Financial Planning
NextWealth and Origo have published a report presenting the case for industry process improvement.
