Centralised Retirement Propositions – Benchmarking Report 2021
In association with Ascentric, we have taken a dive into centralised retirement propositions.
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Aegon Retirement Advice in the UK 2021
It's been an extremely challenging year for all kinds of businesses. But what have been the consequences – if any – for retirement advice processes in UK financial advice practices? Explore our latest report with AEGON to find out.
ESG Tracking Study 2020
NextWealth has published its first ESG Tracking Study for financial advice businesses. Supported by 19 financial organisations, this report digs deeps into the world of ESG. To get your copy, follow this link and complete your details.
Financial Advice Business Benchmarks 2020
NextWealth and the Personal Finance Society (PFS) have published a comprehensive benchmark study (2020) for financial advice businesses as they emerge from the initial Covid lockdown.
Achieving Growth and Scale: A guide for financial advice businesses
A report supported by Standard Life offering benchmarks and practical recommendations to help financial advisers grow and scale their businesses.
Practitioner insights on managing an advice business
NextWealth and Fidelity FundsNetwork have published a series of reports considering the changing environment of financial advice, the challenges faced by advice firms and the adaption of the role of the financial adviser.
Platforms within the UK 2020
This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.