The Headlines That Matter
NextWealth partnered with Quilter to produce this practical guide for financial advisers navigating one of the biggest changes to retirement and estate planning in decades.
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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.
Consolidation of Advice Report 2026
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.
The CRP You Already Have
NextWealth have partnered with Brooks Macdonald to bring this practical guide to strengthening your Consistent Retirement Playbook (CRP).
NextWealth Live 2026 Report
Discover the key themes and standout insights from NextWealth Live 2026, where industry leaders explored the power of organic growth.
Fee Benchmarking Report 2026
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.
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.