Discovery Series

Guarding Financial Futures: Supporting financial advisers in assessing and managing risk for retiring clients

Helping people who need help

In partnership with Ignition Advice, we define the problems change-makers are trying to address and propose possible solutions for people needing help. Rather than advice, guidance or hybrid as singular possible options to address this need – we are casting our net wide and looking at this holistically.

An Adviser Guide to Working Effectively with Investment Partners

Prompted by the Consumer Duty, there is a good deal of discussion about the nature and value of financial advice. The industry is squarely focussed on value and good outcomes for clients and many financial advice firms are taking a fresh look at the service offered to clients.

NextWealth Live 2023 Report

On the 21st of March 2023, we hosted our annual conference, NextWealth Live. To follow up from the action packed day, we will publish a report which highlights the major themes, speakers’ views and areas of debate from the event.

Consolidators & Aggregators Report

Based on analysis of acquisitions between Q1 2021 and Q1 2023, this report provides an overview of the market for financial advice business acquisitions, including drivers, trends, and profiles of the major consolidators and aggregators.​

Consumer Duty: Implications for the retail wealth management supply chain

At NextWealth we want to help firms thrive amid disruption and one of the biggest sources of disruption is regulatory change. We are pleased to provide you with this report to provide industry and customer context to help you fulfil your obligations under the new Consumer Duty.

Digital Integration & Wealth Management: technology gaps and solutions

NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.