Join Us at NextWealth Live 2027 on the 16th March 2027 NextWealth LiveĀ is our annual conference, bringing together a vibrant community of thinkers, leaders, and innovators to explore the trends shaping the future of wealth management. As the industry continues to evolve, growth will depend on rethinking both strategy and execution.
Join Us at NextWealth Live 2027 on the 16th March 2027 NextWealth LiveĀ is our annual conference, bringing together a vibrant community of thinkers, leaders, and innovators to explore the trends shaping the future of wealth management. As the industry continues to evolve, growth will depend on rethinking both strategy and execution.
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.
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.
The DFM Council is a quarterly networking event at which heads of distribution and heads of proposition at discretionary fund management firms can discuss business challenges and solutions under the Chatham House Rule. If you are looking for an update on the MPS market, you might want to check out our MPS report series.
