We have partnered with Aegon to publish our annual benchmarking study which gives advice professionals the chance to consider their own practice’s retirement advice process by comparing it to those offered by other advice firms.
It also provides stakeholders within the retirement advice industry insight into the new challenges facing advisers against the backdrop of the global pandemic, market volatility and a changing regulatory landscape.
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.
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.
NextWealthā€™s 'Platform Shakeout: Itā€™s not your fault, but itā€™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.
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.
Our Advice at Scale report, part of NextWealthā€™s 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.
This report, updated twice-yearly, forms part of NextWealthā€™s 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.
