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 a report on Data Openness, asĀ part of our Adviser Tech Stack series. Inconsistent and poorly structured data is a major contributor to operational inefficiency in financial advice firms. This report is part of our Adviser Tech Stack series. Inconsistent, poorly structured data remains a major source of inefficiency for financial advice firms.
The FCAā€™s Retirement Income and Advice Review has highlighted the need for financial advisers to reassess their retirement planning strategies, focusing not just on investment risk but on broader client needs. We believe this shift will drive increased demand for both smoothed and guaranteed income products. At NextWealth,Ā we are due to launch a report focused on growing the smoothed funds sector.
NextWealthā€™s MPS Asset Update June 2025 is part of our ongoing research into the investment propositions used by financial advisers. This report, updated bi-annually, is based on data from 54 DFMs, more than in any previous 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.
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.
