NextWealth Live 2024 Report
On the 19th of March 2024, we hosted our annual conference, NextWealth Live. This conference report highlights the major themes, speakersā€™ views and areas of debate from the event.
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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.
Consolidator and Aggregator Report 2024
To help firms adapt, innovate and thrive amid this disruption, NextWealth is publishing a second edition of it's Consolidators and Aggregators Report covering trends in financial advice firm acquisitions and will include profiles of 15-20 acquiring firms.
The Next Platform Shakeout: A spectrum of choice and complexity in the platform market
NextWealthā€™s The Next Platform Shakeout report forms part of our Adviser Tech Stack series. This report marks our third dedicated to the theme of financial advice firms becoming platform operators.
Future of Financial Advice 2024
NextWealthā€™s The Future of Financial Advice report uses data and insights to highlight the disruptive forces that are determining the future shape of the retail financial advice market and predicts how financial advice will look in five yearsā€™ time.
Managing Lifetime Wealth 2024
The report is the sixth edition of the Managing Lifetime Wealth report, which charts the continued rise in demand for retirement advice as well as the growing complexity of delivering advice for clients decumulating wealth.