The FCA’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, we have launched a report focused on growing the smoothed funds sector.
NextWealth has published a report on Data Openness, as 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.
NextWealth’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.
NextWealth has published our Fee Benchmarking Report, Diagnosing fair value against client expectations. This annual report provides benchmark figures for adviser fees, key industry charging trends, and historical data. A key focus is identifying areas of the client journey that drive value for the end consumer.
NextWealth’s 'Platform Shakeout: It’s not your fault, but it’s your problem' report forms part of our Adviser Tech Stack series. Most third-party platforms are doing most everything right. But because a few make life difficult for advice firms, this forces a decision. Rather than a decision among existing platform providers, the decision starts with considering the right model for the platform, and a growing number are planning to launch their own platform.
