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-makers’ 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.
This year’s Financial Advice Business Benchmarks (FABB) report is the seventh in the series. We publish it free each year to give back to the financial advice community and share insights that help businesses navigate an ever-changing market.
The world is changing, fast. Technology, and particularly AI, is shifting the balance of where advisers spend their time, away from the more technical processes of planning to where human judgement and empathy make the greatest difference. At the same time, socio-economic and demographic shifts are reshaping what clients need from financial advisers. Nowhere is this more evident than at the point of retirement, as we will explore in this guide, supported by Standard Life.
On 18 March 2025, we hosted our flagship event, NextWealth Live. This conference report captures the key themes, thought-provoking discussions, and standout moments from the day.
NextWealth has published a Platforms Unpacked guide. It is supported by Aegon, Embark Group, P1 Platform and Third Financial. The report sets out to offer a practical guide to cut through the noise, critically examine the underlying assumptions, and share valuable experiences and lessons from fellow practitioners.
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.
