This report, updated bi-annually, forms part of NextWealth’s research and insight on the investment propositions of financial advisers. We focus on the changes within inflow, charges and proposition composition across 40 DFMs in the industry.
Prompted by the Consumer Duty, there is a good deal of discussion about the nature and value of financial advice. The industry is squarely focussed on value and good outcomes for clients and many financial advice firms are taking a fresh look at the service offered to clients.
NextWealth has released the 6th update to the Sustainable Investing Tracker Study (formerly named the ESG Tracking Study).
On the 21st of March 2023, we hosted our annual conference, NextWealth Live. To follow up from the action packed day, we will publish a report which highlights the major themes, speakers’ views and areas of debate from the event.
Based on analysis of acquisitions between Q1 2021 and Q1 2023, this report provides an overview of the market for financial advice business acquisitions, including drivers, trends, and profiles of the major consolidators and aggregators.​
NextWealth has published its latest report in the Adviser Tech Stack series, Hacking the Journey - Advice's hybrid future. This report is about financial advice that makes the best use of humans and machines.
