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Adviser Technology Series
Our Adviser Technology series draws on adviser reviews and perspectives to offer a source of opinion, insight and guidance for advice professionals.
The series offers reviews of advice tech providers; an exploration into digital and hybrid advice; document submission approaches for platforms and the use of eSignatures; a detailed integrations matrix across tech provide; white-labelled platforms: and the ability to discover how much a financial advice practice like yours spends on tech.
Fee Benchmarking Report 2025
NextWealth has published our Fee Benchmarking Report, Diagnosing fair value against client expectations. This annual report provides benchmark figures for adviser fees, key industry charging trends, and historical data. A key focus is identifying areas of the client journey that drive value for the end consumer.
Platform Shakeout: It’s not your fault, but it’s your problem
NextWealth’s 'Platform Shakeout: It’s not your fault, but it’s your problem' report forms part of our Adviser Tech Stack series. Most third-party platforms are doing most everything right. But because a few make life difficult for advice firms, this forces a decision. Rather than a decision among existing platform providers, the decision starts with considering the right model for the platform, and a growing number are planning to launch their own platform.
Platforms Unpacked
NextWealth has published a Platforms Unpacked guide. It is supported by Aegon, Embark Group, P1 Platform and Third Financial. The report sets out to offer a practical guide to cut through the noise, critically examine the underlying assumptions, and share valuable experiences and lessons from fellow practitioners.
Adviser Tech Stack: Advice at Scale
Our Advice at Scale report, part of NextWealth’s Adviser Tech Stack series, is set to launch in the coming days. In this report, we explore how the meaning of hybrid advice has evolved alongside shifts in the market.
MPS Proposition Comparison Report 2024
This report, updated twice-yearly, forms part of NextWealth’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.