MPS Proposition Comparison Report 2023
NextWealth has published its annual MPS Proposition Comparison report. This report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
Login
MPS Proposition Comparison Report 2023
NextWealth has published its annual MPS Proposition Comparison report. This report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
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.
Delivering Operational Leverage
NextWealth has published Delivery Operational Leverage as part of the Adviser Tech Stack Series. This report delivers in-depth analysis of the technology that underpins the delivery of financial advice.
Financial Advice Business Benchmarks Report 2023
NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
Advice Tech Foundations: stability and satisfaction in adviser tech
The latest Tech Stack series report, Advice Tech Foundations has been released. This report benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms
NextWealth has published its latest report in the Adviser Tech Stack series, Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms.
MPS Proposition Comparison Report 2023 – Asset Update
This report, updated bi-annually, forms part of NextWealth’s research and insight on the investment propositions of financial advisers. We focus on the changes within inflow, charges and proposition composition across 40 DFMs in the industry.
An Adviser Guide to Working Effectively with Investment Partners
Prompted by the Consumer Duty, there is a good deal of discussion about the nature and value of financial advice. The industry is squarely focussed on value and good outcomes for clients and many financial advice firms are taking a fresh look at the service offered to clients.
Sustainable Investing Tracker Study 2023
NextWealth has released the 6th update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
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, speakers’ views and areas of debate from the event.
