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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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.
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.