NextWealth has published a guide called âGetting onboard with offboarding: A positive approach to client servicing and offboardingâ. 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.
NextWealth and BNY Mellon have partnered to update our retirement advice research series â Retirement Advice in the UK: Time for Change?
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.
NextWealth has combined forces with PIMFA to publish an update to your annual Financial Advice Business Benchmarks report. It aims to allow financial advice professionals to compare their firms with those of their peers.
In this paper, we explore the problems, solutions, obstacles and opportunities for the industry to improve the robustness and consistency of the management of MPS on platforms. The purpose is to galvanise the change-makers at advice firms, discretionary managers, platforms, and solutions providers to act now to improve how fair value and consistent outcomes are delivered to clients through MPS.
On the 19th of March 2024, we hosted our annual conference, NextWealth Live. This conference report highlights the major themes, speakersâ views and areas of debate from the event.
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.
