Fee Benchmarking Report 2026
NextWealth's annual fee benchmarking study is currently underway, which is a look across the industry at fees charged for financial advice, and includes the voice of the customer.
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Discovery Series
We carry out research on behalf of brands and organisations, in collaboration with partners, and to explore issues for ourselves.
Often this research is commercially confidential but, where insights are captured in a report format and we’re able to share the findings, we publish those reports here as part of of our Discovery series.
Mind Over Money Retirement Workshops: What matters most in retirement advice communication
The Mind Over Money Retirement Workshops were designed to help financial professionals better understand the emotional and behavioural needs of retirees and near- retirees, and to translate that insight into clearer, more client-centred conversations.
Innovation with integrity
We were delighted to work with the team at Ortec Finance to consolidate a report showcasing the decision-makersā€™ brief to the market: Innovate with integrity - move faster where we can, add guardrails where we must, and make the essence of personal advice available to more people.
Retirement Investment Solutions Report 2025
It has been ten years since Pension Freedoms granted people far greater flexibility in how they could drawdown their defined contribution pension pots. With clients no longer restricted to purchasing annuities, the market for retirement investments has grown in importance.
Smoothed Funds Proposition & Distribution Report 2025
At NextWealth, we have launched a new report comparing propositions for providers of smoothed funds, exploring how financial advisers use them in client portfolios and why non-users don't recommend them.
NextWealth Live 2025 Report
On 18 March 2025, we hosted our flagship event, NextWealth Live. This conference report captures the key themes, thought-provoking discussions, and standout moments from the day.
Consolidator and Aggregator Report 2025
NextWealth has published the third update to the Consolidator and Aggregator Report. This report is aimed at anyone interested in market dynamics and the strategy sitting behind financial advice firm acquisition.