Clearing the path for AI in advice
In our upcoming report, we map current use cases and benefits of AI, where value stalls, and what needs to change to turn minutes saved into better client outcomes and business growth.
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Clearing the path for AI in advice
In our upcoming report, we map current use cases and benefits of AI, where value stalls, and what needs to change to turn minutes saved into better client outcomes and business growth.
Financial Advice Business Benchmarks Report 2025
This yearā€™s Financial Advice Business Benchmarks (FABB) report is the seventh in the series. We publish it free each year to give back to the financial advice community and share insights that help businesses navigate an ever-changing market.
Retirement Investment Solutions Report 2025
It has been ten years since Pension Freedoms granted people far greater flexibility in how they could drawdown their defined contribution pension pots. With clients no longer restricted to purchasing annuities, the market for retirement investments has grown in importance.
Beyond the numbers: What your clients really need you to know
The world is changing, fast. Technology, and particularly AI, is shifting the balance of where advisers spend their time, away from the more technical processes of planning to where human judgement and empathy make the greatest difference. At the same time, socio-economic and demographic shifts are reshaping what clients need from financial advisers. Nowhere is this more evident than at the point of retirement, as we will explore in this guide, supported by Standard Life.
Adviser Reviews Report 2025
OurĀ Adviser Reviews report, part of NextWealthā€™s Adviser Tech Stack series is now available. The NextWealth Adviser Tech Stack series delivers in-depth analysis of the technology that underpins the delivery of financial advice. This latest edition is our annual state of the nation report, covering market share and adviser reviews of key tech providers as well as the ways that financial advice professionals are using their tech and how that is changing.
Smoothed Funds Proposition & Distribution Report 2025
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 have launched a report focused on growing the smoothed funds sector.
Data Openness 2025
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.