The NextWealth Panel

Influence

…over the future of retail investing.

…in having your views heard by providers and the regulator.

Access

…to data which enables you to benchmark your business, conduct due diligence, and learn from best practices.

…to free research which you contribute to.

…to our industry-leading Financial Adviser Business Benchmarking (FABB) report – an annual study published with the PIMFA.

…to our adviser tech stack research series – incorporating adviser-led reviews and integrations.

Connections

Meet other likeminded financial advice professionals at our roundtable sessions including:

Our adviser roadshows, held nationally where we can meet face-to-face to understand the issues important to you.

Combined industry roundtable sessions, which include; platforms, DFMs, asset managers, and advisers, to discuss what needs to change in the industry to make processes and solutions more fit-for-purpose and effective.