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Discovery Series

Consolidators & Aggregators Report

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.​

Adviser Technology Series

The Great Platform Shake-Out

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.

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