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Discovery Series
30/04/24

NextWealth Live 2024 Report

On the 19th of March 2024, we hosted our annual conference, NextWealth Live. This conference report highlights the major themes, speakers’ views and areas of debate from the event.

Discovery Series
12/03/24

Consolidator and Aggregator Report 2024

To help firms adapt, innovate and thrive amid this disruption, NextWealth is publishing a second edition of it's Consolidators and Aggregators Report covering trends in financial advice firm acquisitions and will include profiles of 15-20 acquiring firms.

Discovery Series
08/02/24

Future of Financial Advice 2024

NextWealth’s The Future of Financial Advice report uses data and insights to highlight the disruptive forces that are determining the future shape of the retail financial advice market and predicts how financial advice will look in five years’ time.

Retirement Advice Series
25/01/24

Managing Lifetime Wealth 2024

The report is the sixth edition of the Managing Lifetime Wealth report, which charts the continued rise in demand for retirement advice as well as the growing complexity of delivering advice for clients decumulating wealth.

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