NextWealth

Four distinct operating models shaping acquisition strategies have emerged

According to NextWealth’s Data Openness Report 2026

NextWealth found assets rose 32%

Clients willing to pay more but expect tangible service upgrades

‘The era of buying advice firms simply for scale is well and truly over’

Over half of advisers report having a formal CRP

Product-led communication one of the biggest drivers of mistrust

One of five advisers plan to increase initial fees in next 12 months

'The flurry of moves in recent weeks is at least a year in the making'

Dust has settled on initial shakeout of the market, NextWealth finds