Guarding Financial Futures: Supporting financial advisers in assessing and managing risk for retiring clients

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).