Advice Fee Benchmarking: How do your fees compare to the market average?

NextWealth's analysis reveals the changing landscape, with a decrease in total client costs to 1.75%. Explore the breakdown of advice fees by component and understand why ongoing advice remains a significant part of client expenses. Uncover insights into initial advice fees and the adoption of subscription-based fee structures, offering valuable information to keep your financial strategies competitive and cost-effective.

Financial advice businesses are weathering the storm

The Financial Advice Business Benchmarks (FABB) report highlights significant trends and challenges in the financial advice industry.

Consumer Duty and the rise of the change agent

Advice firms spending on back office but some tech providers will lose out, finds new NextWealth report

NextWealth’s latest report (Advice Tech Foundations: Stability and satisfaction in adviser tech) finds that a fifth of financial advice firms plan to make a change to their tech stack in the next 12 months.

Adviser Satisfaction with Tech Suppliers Surges: NextWealth Report Reveals Upward Trend

NextWealth Insights, Episode 12, Season 2