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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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.
Retirement Advice in the UK 2026
This research, sponsored by BNY Investment, is based on surveys of advisers and advised clients alongside in-depth qualitative interviews, explores how retirement advice is evolving in practice, and what this means for firms seeking to deliver consistent, confident and human-centred retirement outcomes in a changing landscape.
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.
Financial Advice Business Benchmarks Report 2025
This yearā€™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.