NextWealth

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

Companies | 7 Dec 23

Discretionary MPS assets grow despite client performance concerns

While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report

merger and acquisition business concept, join company on puzzle pieces, 3d rendering

Companies | 7 Nov 23

The shoehorning ghost that could haunt consolidators

Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.