NextWealth Live 2022 Report
On the 22nd of March 2022, we hosted our annual conference NextWealth Live. We are pleased to share our post-event report summarising the key themes and debates from the day.
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Sustainable Investing Tracker Study 2022 Update
NextWealth has published an update to the Sustainable Investing Tracking Study (formerly named the ESG Tracking Study).
Tech Enabled Advice Report
As part of the NextWealth Adviser Tech Stack series, the March 2022 report focuses on tech-enabled advice, it highlights how far the financial advice profession has to go to maximise the opportunities offered by technology.
Aegon Retirement Advice in the UK 2022
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
MPS Proposition Comparison Report 2021
NextWealth is preparing to publish their annual MPS Proposition Comparison report, which is due to be released in December 2021.
ESG Tracking Study H2 2021
NextWealth has published its third ESG Tracking Study report for financial advice businesses. This report digs deep into the world of ESG ā€“ what it means, how the views of investors are changing and how platforms, investment houses and financial advisers need to adapt.
