Consolidation of Advice Report 2026
NextWealth is publishing the forth update to the Consolidator and Aggregator Report in April 2026. The past editions can be viewed here.
Login
Consolidation of Advice Report 2026
NextWealth is publishing the forth update to the Consolidator and Aggregator Report in April 2026. The past editions can be viewed here.
Fee Benchmarking Report 2026
NextWealth Fee Benchmarking Report is an annual study analysing how financial advice is priced in the UK. It benchmarks the fees charged by advice firms, examines how charging structures are designed and explores the typical costs paid by clients.
Retirement Advice in the UK 2026
This research, sponsored by BNY Investment, is based on surveys of advisers and advised clients alongside in-depth qualitative interviews, explores how retirement advice is evolving in practice, and what this means for firms seeking to deliver consistent, confident and human-centred retirement outcomes in a changing landscape.
When the dust settles: Platforms after the shakeout 2026
NextWealth’s ‘When the dust settles: Platforms after the shakeout’ report examines where the adviser platform market is heading as the post-disruption era gives way to a more stable phase.
Mind Over Money Retirement Workshops: What matters most in retirement advice communication
The Mind Over Money Retirement Workshops were designed to help financial professionals better understand the emotional and behavioural needs of retirees and near- retirees, and to translate that insight into clearer, more client-centred conversations.
MPS Proposition Comparison Report 2025
Our MPS Proposition Comparison Report 2025, updated twice-yearly, forms part of NextWealth’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.
Innovation with integrity
We were delighted to work with the team at Ortec Finance to consolidate a report showcasing the decision-makers’ brief to the market: Innovate with integrity - move faster where we can, add guardrails where we must, and make the essence of personal advice available to more people.