This report marks version one of the AI Index. NextWealth will update this report at least annually, tracking adoption and readiness to adopt AI in wealth management and financial advice businesses. The report will also include case studies and insights from tech providers (investment platforms, back office systems and other advice tech providers) who will enable adoption of AI in our sector.
On the 19th of March 2024, we hosted our annual conference, NextWealth Live. This conference report highlights the major themes, speakersā€™ views and areas of debate from the event.
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.
NextWealthā€™s The Next Platform Shakeout report forms part of our Adviser Tech Stack series. This report marks our third dedicated to the theme of financial advice firms becoming platform operators.
NextWealthā€™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 yearsā€™ time.
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.
