NextWealth Live 2025

NextWealth Live is our annual conference that brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth. NextWealth Live 2025 will take place at The Royal Institution on 18 March.

Webinar: Retirement Advice in the UK: Time for Change?

Join Our Exclusive Webinar: Retirement Advice in the UK – Time for Change? We’re thrilled to announce our partnership with BNY Mellon to bring you an updated and insightful report: Retirement Advice in the UK: Time for Change? This report defines the current practices and approaches to managing lifetime wealth for clients, allowing financial advice professionals to benchmark their approaches against their peers. On Thursday the 6th of March at 11AM we will be hosting a webinar when Emma Napier, Consulting Director at NextWealth will be joined by Julie Best, Qualitative Researcher at NextWealth and Richard Parkin, Head of Retirement at BNY Investments. They will walk through the report findings and allow the opportunity for questions. We would be delighted if you can join us. 11AM - Welcome & Introduction 11.10AM - Presentation of Findings 11.45AM - Q&A 12PM - Closing   To register, please click here.

AI Lab

Welcome to AI Lab, a NextWealth community dedicated to helping wealth management firms harness the power of artificial intelligence for their business and careers. You can register your interest by completing the form. Our research shows that AI, in all its guises, will be a given for 100% of clients, not an optional curiosity. It will improve quality, boost scale, lower the cost to serve and reduce cost to clients, widening access to advice. Despite our optimism for the future role of AI in our sector, use cases are scarce. AI Lab, a membership group will bring leaders and thinkers together every quarter for a live event to help firms stay aware of the latest applications of this new technology

• Share live use cases
• Learn from early adopters
• Overcome challenges
• Connect to find the best solutions

We will also track adoption and readiness to adopt AI in financial advice businesses and the tech firms that support those businesses through an AI Index. If you wish to become a member, please complete the form and we will be in touch or reach out any one of the NextWealth team. We can then provide you with details regarding the cost and the agenda for our upcoming meeting/s. “An informative and well run event, which helped to open our eyes to the possibilities that AI can bring now but also the future direction of the industry.” - Alex Reynolds, Partner & Financial Adviser at Advies Private Clients “A breath of fresh air to network, learn and develop skills at the same time - relevant topics, great speakers and a collaborative environment superbly hosted - thank you, team.” - Justine Randall, Chief Commercial Officer at Tatton Investment Management “Great venues, great speakers, and an engaged audience. An event in Financial Advice you shouldn't miss right now.” - Anonymous “The NextWealth AI event was brilliant, knowledgeable speakers, like minded people and great discussion points.” - Anonymous

NextWealth Live 2025

NextWealth Live is our annual conference that brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth. NextWealth Live 2025 will take place at The Royal Institution on 18 March.

Head of Platform Propositions Roundtable

NextWealth hosts quarterly roundtable conversations with heads of platform proposition. The agenda for the conversation is set by attendees who discuss common challenges and solutions under the Chatham House Rule. Topics typically include changes in financial adviser businesses and priorities and regulatory change but vary with each meeting.