Managing Lifetime Wealth: retirement planning in the UK 2023
Over the past five years we have worked alongside Richard Parkin on this study and have charted the continued rise in demand for retirement advice.
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The Great Platform Shake-Out
NextWealth is due to publish its latest report in the Adviser Tech Stack series, The Great Platform Shake-Out.Ā The UK adviser platform market has undergone several transformations in its roughly 20-year existence. The latest trend is to adviser-as-platform.
MPS Proposition Comparison Report 2022
NextWealth has published their annual MPS Proposition Comparison report. This report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
Platforms within the UK 2022
NextWealth is due to publish an annual report which explores the investment platforms within the UK.
Consumer Duty: Implications for the retail wealth management supply chain
At NextWealth we want to help firms thrive amid disruption and one of the biggest sources of disruption is regulatory change. We are pleased to provide you with this report to provide industry and customer context to help you fulfil your obligations under the new Consumer Duty.
Financial Advice Business Benchmarks Report 2022
The Personal Finance Society (PFS) and NextWealth have combined forces to publish a benchmark report which allows financial planners to compare their firm with those of their peers.