NextWealth: Have your say and help make changes for the better

Latest survey

clock • 1 min read

NextWealth is currently working on the next Financial Advice Business Benchmarks (FABB) report and it wants to hear what advisers have to say.

The results of previous FABB reports have enabled financial advice professionals to compare their firm with those of their peers plus provided providers and suppliers with insights into what the profession needs to help it continue to thrive. This year's report will cover a range of topics, including: Consumer Duty Equality, Diversity and Inclusion (EDI) Recruitment Client profile Investment proposition Marketing NextWealth said taking part is quick to do and your feedback will help to inform and influence the future shape of retail financial advice and planning. If...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Serving HNW clients: 'Advisers must take a greater deal of care'

Serving HNW clients: 'Advisers must take a greater deal of care'

‘They need bespoke strategies with the expertise of multiple advisers’

Isabel Baxter
clock 17 June 2024 • 5 min read
Management buy outs: Factors IFA business owners should consider

Management buy outs: Factors IFA business owners should consider

‘Properly structured, these arrangements can benefit everyone’

Helen Curtis
clock 13 June 2024 • 4 min read
Companies House changes IFAs need to know about

Companies House changes IFAs need to know about

'The current Companies House system is messy'

Helen Curtis
clock 11 June 2024 • 4 min read