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.
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.
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.
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.
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.
The NextWealth Adviser Tech Stack series explores the technology that powers UK financial advice, what’s working now and what’s coming next. This report, Clearing the path for AI in advice, focuses on AI. AI adoption appears to be moving quickly, an encouraging contrast to the typically slower pace of change across the adviser tech stack.
This year’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.
