NextWealth

Latest news | 24 Jul 25

Over three quarters of advisers want to grow their AUA

According to research from NextWealth and Aegon

Colorful business chart pie on plate with fork and knife. Business lunch.

Best Practice | 4 Jun 25

Consumer Duty looms over advisers craving industry-wide standard for MPS due diligence

Analysis of financial adviser concerns around MPS highlights the need for standards to reflect Consumer Duty demands.

Clients ‘outliving their savings’ tops advisers’ list of concerns

Industry | 22 Feb 24

Clients ‘outliving their savings’ tops advisers’ list of concerns

71% of 200 advisers interviewed pointed to this as a major issue

Heather Hopkins, Nextwealth

Companies | 21 Feb 24

Five ‘significant shifts’ in financial advice to expect by 2028

Nextwealth has published a report titled Future of Financial Advice

Retirement plan - Reminder of the need for savings for a decent, comfortable old age.

Investment | 8 Feb 24

Advisers say economic climate prompting clients to change retirement plans

Researchers gathered responses from 200 financial advisers