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Heather Hopkins

IFA buyout deal pace slows while transaction value increases - NextWealth

Your profession

IFA buyout deal pace slows while transaction value increases - NextWealth

More consolidation of consolidators predicted

clock 03 April 2025 • 2 min read
Average ongoing advice fees rise by 9bps

Your profession

Average ongoing advice fees rise by 9bps

Growing share of advisers charging between 91 and 100bps

clock 25 March 2025 • 3 min read
NextWealth: Access to advice will shrink in 2025

Your profession

NextWealth: Access to advice will shrink in 2025

Advice gap to increase by end of year

clock 07 January 2025 • 2 min read
MPS assets grow by a third in 12 months as costs halve

DFM & Model Portfolios

MPS assets grow by a third in 12 months as costs halve

‘The MPS sector is thriving but crowded’

clock 03 December 2024 • 3 min read
Advisers confident on client service but remain frustrated with FCA

Your profession

Advisers confident on client service but remain frustrated with FCA

Findings from NextWealth’s Financial Advice Business Benchmarks report

clock 22 October 2024 • 2 min read
AI scepticism among the financial advice industry declines

Technology

AI scepticism among the financial advice industry declines

One third of advice professionals are using AI in their businesses

clock 20 September 2024 • 1 min read
Only one-quarter of advisers satisfied with current tech stack

Technology

Only one-quarter of advisers satisfied with current tech stack

Advisers urge providers to facilitate better back-office integrations

clock 19 September 2024 • 2 min read
Red flags raised in client decumulation risk assessments

Your profession

Red flags raised in client decumulation risk assessments

Attitude to risk questionnaires could be unsuitable for decumulation

clock 11 July 2024 • 3 min read
Continued shift towards passive in MPS while costs decline

DFM & Model Portfolios

Continued shift towards passive in MPS while costs decline

NextWealth finds 14% of MPS assets have moved from active to passive

clock 14 June 2024 • 1 min read
Consumer Duty fueling continued surge in consolidation

Your profession

Consumer Duty fueling continued surge in consolidation

Regulatory pressures propel surge in consolidation in financial advice sector

clock 12 March 2024 • 1 min read
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