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NextWealth Live 2024 Report

On the 19th of March 2024, we hosted our annual conference, NextWealth Live. This conference report highlights the major themes, speakers’ views and areas of debate from the event.

Managing Lifetime Wealth 2024

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.

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.

Financial Advice Business Benchmarks Report 2023

NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.

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.

Sustainable Investing Tracker Study 2023

NextWealth has released the 6th update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).