NextWealth Live 2025 Report
On 18 March 2025, we hosted our flagship event, NextWealth Live. This conference report captures the key themes, thought-provoking discussions, and standout moments from the day.
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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 – and supplemented with quarterly updates – 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.
MPS Asset Update June 2025
NextWealth’s MPS Asset Update June 2025 is part of our ongoing research into the investment propositions used by financial advisers. This bi-annual report is based on data from roughly 50 DFMs and provides a snapshot of market trends, assets under management, pricing, and proposition changes.
Consolidator and Aggregator Report 2025
NextWealth has published the third update to the Consolidator and Aggregator Report. This report is aimed at anyone interested in market dynamics and the strategy sitting behind financial advice firm acquisition.
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: It’s not your fault, but it’s your problem
NextWealth’s 'Platform Shakeout: It’s not your fault, but it’s 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.