Based on analysis of acquisitions between Q1 2021 and Q1 2023, this report provides an overview of the market for financial advice business acquisitions, including drivers, trends, and profiles of the major consolidators and aggregators.
NextWealth has published its latest report in the Adviser Tech Stack series, Hacking the Journey - Advice's hybrid future. This report is about financial advice that makes the best use of humans and machines.
Over the past five years we have worked alongside Richard Parkin on this study and have charted the continued rise in demand for retirement advice.
NextWealth is due to publish its latest report in the Adviser Tech Stack series, The Great Platform Shake-Out. The UK adviser platform market has undergone several transformations in its roughly 20-year existence. The latest trend is to adviser-as-platform.
NextWealth has published their annual MPS Proposition Comparison report. This report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
At NextWealth we want to help firms thrive amid disruption and one of the biggest sources of disruption is regulatory change. We are pleased to provide you with this report to provide industry and customer context to help you fulfil your obligations under the new Consumer Duty.
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report which allows financial planners to compare their firm with those of their peers.