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Discovery Series
08/05/25

NextWealth Live 2025 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 Live 2025 was centred around one powerful idea: “Reimagine.”

We welcomed leading voices from across the wealth management industry who inspired and challenged the audience with bold thinking and fresh perspectives.

We extend our sincere thanks to all the speakers for their insightful contributions, and to our sponsors for making the event possible.

Sponsors

You can download a copy of the report by completing the form on the right.

Would you like to watch the sessions that took place? Head over here to view the event sessions and listen back to the insightful discussion.

Secure your tickets now for NextWealth Live 2026: We will be returning on the 18th March 2026 with a day filled with debate and insight.

Download report

Complete the form below to download the report.

Complete the form below to download the report.

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    advicetech
    19/11/25

    Making sense of the AI landscape: the NextWealth AI Directory is live

    Advisers keep telling us the same thing about AI: it’s exciting, but overwhelming. New tools appear daily. Every vendor promises time saved and better client outcomes. But how does it actually fit your stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours? That’s why we have launched the NextWealth AI Directory. A practical, plain-English guide to the AI providers operating in the advice market. 

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