What kind of growth are financial advice firms creating? Advice firms still want to grow. They want more clients, more assets from existing clients and, in many cases, more staff. But this yearā€™s Financial Advice Business Benchmarks suggests growth is becoming a more complicated question.
What kind of growth are financial advice firms creating? Advice firms still want to grow. They want more clients, more assets from existing clients and, in many cases, more staff. But this yearā€™s Financial Advice Business Benchmarks suggests growth is becoming a more complicated question.
NextWealth partnered with Quilter to produce this practical guide for financial advisers navigating one of the biggest changes to retirement and estate planning in decades.
NextWealth is has to release Data Openness 2026, the second edition of our research examining the data pipeline between financial advice firms and platforms and providers, as part of our Adviser Tech Stack series.
The UK discretionary MPS market continues to grow, increasing year-on-year at a faster rate than the UK platform market within which it sits. There are signs of a slow down of cost reductions as well as pressure on hybrid models coming from passives.
NextWealth has published the fourth update to the Consolidation of Advice Report 2026. The era of buying advice firms simply for scale is over. Todayā€™s acquirers must prove they can integrate, govern and grow their businesses organically to survive the next phase of consolidation.
NextWealth have partnered with Brooks Macdonald to bring this practical guide to strengthening your Consistent Retirement Playbook (CRP).
Discover the key themes and standout insights from NextWealth Live 2026, where industry leaders explored the power of organic growth.
