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FABB Series

Our annual Financial Advice Business Benchmarking (FABB) study offers a comprehensive snapshot of financial advice practices in the UK, providing trends tracked over the past 5 years.

In 2023 we have partnered with the CISI and PIMFA to provide these insights.

The report offers advice professionals insights into the size of advice firms, investment proposition, fees and charges, technology infrastructure, growth, recruitment and their clients. How does your practice compare?

MPS Proposition Comparison Series
03/12/24

MPS Proposition Comparison Report 2024

This report, updated twice-yearly, forms part of NextWealth’s research and insight on the investment propositions of financial advisers. It details quarterly and annual asset growth, compares costs and fees and propositions. This year we explore key themes such as market positioning, sources of growth, portfolios for drawdown, tailored models and unitised MPS.

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Discovery Series
27/11/24

Getting onboard with offboarding

NextWealth has published a guide called ‘Getting onboard with offboarding: A positive approach to client servicing and offboarding’. It is supported by HUB Financial Solutions (part of Just Group) and Vanguard and sets out to offer a practical guide to advice firms exploring how to get the best value from client relationships.

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Discovery Series
07/11/24

Private Market Assets

Only 2% of UK advised client assets are invested in private market assets. That compares to 15% globally. Why the difference? Our Private Market Assets report explores attitudes and approaches among UK financial advisers when it comes to private market investing and establishes the investment case at a high level.

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Adviser Technology Series
19/09/24

Adviser Tech Stack: Adviser Reviews

The NextWealth Adviser Tech Stack series delivers in-depth analysis of the technology that underpins the delivery of financial advice. This latest edition is our annual state of the nation report, covering market share and adviser reviews of key tech providers as well as the ways that advisers are using their tech and how that is changing.

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