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MPS Proposition Comparison Series
Our MPS Proposition Comparison series is ideal for developing a deeper understanding of the discretionary managed portfolio services market in the UK.
Published annually β and supplemented with quarterly updates β each report offers a comprehensive picture of the competitive landscape. Features include quantified assets in discretionary MPS and proposition comparisons across leading providers with changes tracked over time.
An essential tool for strategic planning, market assessments, board reports and broader research purposes the MPS Proposition Comparison Reports are available for purchase.
Fee Benchmarking Report 2025
NextWealth has published our Fee Benchmarking Report, Diagnosing fair value against client expectations. This annual report provides benchmark figures for adviser fees, key industry charging trends, and historical data. A key focus is identifying areas of the client journey that drive value for the end consumer.
Platform Shakeout: Itβs not your fault, but itβs your problem
NextWealthβs 'Platform Shakeout: Itβs not your fault, but itβs your problem' report forms part of our Adviser Tech Stack series. Most third-party platforms are doing most everything right. But because a few make life difficult for advice firms, this forces a decision. Rather than a decision among existing platform providers, the decision starts with considering the right model for the platform, and a growing number are planning to launch their own platform.
Platforms Unpacked
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.
Adviser Tech Stack: Advice at Scale
Our Advice at Scale report, part of NextWealthβs Adviser Tech Stack series, is set to launch in the coming days. In this report, we explore how the meaning of hybrid advice has evolved alongside shifts in the market.
MPS Proposition Comparison Report 2024
This report, updated twice-yearly, forms part of NextWealthβs research and insight on the investment propositions of financial advisers. It details quarterly and annual asset growth, compares costs and fees and propositions. This year we explore key themes such as market positioning, sources of growth, portfolios for drawdown, tailored models and unitised MPS.