NextWealth

Deliberate strategic decision

More than half of clients said they hold the adviser relationship in their name only

'Platforms are a major barrier to using ETFs, according to advisers and wealth managers'

Many are switching off ongoing fees for some clients

'It has not bedded in quietly'

Consumer Duty compliance data gaps

'Most advisers, it seems, are tolerating data delivery from platforms and pension providers'

Four distinct operating models shaping acquisition strategies have emerged

According to NextWealth’s Data Openness Report 2026

NextWealth found assets rose 32%