NextWealth

Advisers call for more relaxed regulation to enable organic growth

Your Business

Advisers call for more relaxed regulation to enable organic growth

More than three quarters are seeking AUA increase

clock 24 July 2025 • 3 min read
Client profiling linked to stronger due diligence and provider turnover

Your profession

Client profiling linked to stronger due diligence and provider turnover

Advisers with defined client segmentation strategies more likely to assess and switch investment providers

clock 22 July 2025 • 2 min read
NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

Regulation

NextWealth MD Hopkins on staying ahead of advice sector changes, data challenges and flattening MPS fees

Making technology work better

clock 03 July 2025 • 9 min read
Majority of advisers put platform and provider choice down to data provision

Platforms

Majority of advisers put platform and provider choice down to data provision

‘Advice firms need good data for regulatory compliance’

clock 03 July 2025 • 2 min read
MPS fee decline slows as pressure flattens out

DFM & Model Portfolios

MPS fee decline slows as pressure flattens out

Average total costs only falling 4 bps, NextWealth finds

clock 11 June 2025 • 3 min read
Small advice firms reveal MPS provider due diligence struggle

DFM & Model Portfolios

Small advice firms reveal MPS provider due diligence struggle

Experiencing time and resource constraints more than larger peers

clock 09 June 2025 • 3 min read
Why advice businesses need to 'invite AI to the table'

Technology

Why advice businesses need to 'invite AI to the table'

Will take away the ‘boring stuff’

clock 24 April 2025 • 3 min read
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
Advice firms move away from generic platforms as customisation gains momentum

Your profession

Advice firms move away from generic platforms as customisation gains momentum

Advisers increasingly favour branded and customised platform models

clock 13 February 2025 • 2 min read