Fee Benchmarking Report 2026
NextWealth's annual fee benchmarking study is currently underway, which is a look across the industry at fees charged for financial advice, and includes the voice of the customer.
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Fee Benchmarking Report 2026
NextWealth's annual fee benchmarking study is currently underway, which is a look across the industry at fees charged for financial advice, and includes the voice of the customer.
Mind Over Money Retirement Workshops: What matters most in retirement advice communication
The Mind Over Money Retirement Workshops were designed to help financial professionals better understand the emotional and behavioural needs of retirees and near- retirees, and to translate that insight into clearer, more client-centred conversations.
MPS Proposition Comparison Report 2025
Our MPS Proposition Comparison Report 2025, updated twice-yearly, forms part of NextWealthā€™s research and insight on the investment propositions of financial advisers. It details quarterly and annual asset growth, compares costs and fees and propositions. This year, we explore key themes such as market positioning, sources of growth, portfolios for drawdown, tailored models and unitised MPS.
Innovation with integrity
We were delighted to work with the team at Ortec Finance to consolidate a report showcasing the decision-makersā€™ brief to the market: Innovate with integrity - move faster where we can, add guardrails where we must, and make the essence of personal advice available to more people.
Clearing the path for AI in advice
The NextWealth Adviser Tech Stack series explores the technology that powers UK financial advice, whatā€™s working now and whatā€™s coming next. This report, Clearing the path for AI in advice, focuses on AI. AI adoption appears to be moving quickly, an encouraging contrast to the typically slower pace of change across the adviser tech stack.
Financial Advice Business Benchmarks Report 2025
This yearā€™s Financial Advice Business Benchmarks (FABB) report is the seventh in the series. We publish it free each year to give back to the financial advice community and share insights that help businesses navigate an ever-changing market.
Retirement Investment Solutions Report 2025
It has been ten years since Pension Freedoms granted people far greater flexibility in how they could drawdown their defined contribution pension pots. With clients no longer restricted to purchasing annuities, the market for retirement investments has grown in importance.