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.
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Consolidator and Aggregator Report 2025
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.
Fee Benchmarking Report 2025
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.
Platform Shakeout: Itā€™s not your fault, but itā€™s your problem
NextWealthā€™s 'Platform Shakeout: Itā€™s not your fault, but itā€™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.
Platforms Unpacked
NextWealth has published a Platforms Unpacked guide. It is supported by Aegon, Embark Group, P1 Platform and Third Financial. The report sets out to offer a practical guide to cut through the noise, critically examine the underlying assumptions, and share valuable experiences and lessons from fellow practitioners.
Adviser Tech Stack: Advice at Scale
Our Advice at Scale report, part of NextWealthā€™s Adviser Tech Stack series, is set to launch in the coming days. In this report, we explore how the meaning of hybrid advice has evolved alongside shifts in the market.
MPS Proposition Comparison Report 2024
This report, updated twice-yearly, forms part of NextWealthā€™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.