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.
NextWealth has published the fourth update to the Consolidation of Advice Report 2026. The era of buying advice firms simply for scale is over. Todayā€™s acquirers must prove they can integrate, govern and grow their businesses organically to survive the next phase of consolidation.
NextWealth have partnered with Brooks Macdonald to bring this practical guide to strengthening your Consistent Retirement Playbook (CRP).
Discover the key themes and standout insights from NextWealth Live 2026, where industry leaders explored the power of organic growth.
NextWealth Fee Benchmarking Report is an annual study analysing how financial advice is priced in the UK. It benchmarks the fees charged by advice firms, examines how charging structures are designed and explores the typical costs paid by clients.
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.
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.
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.
