NextWealth

Majority say that it has not changed in the past 12 months

Findings from NextWealth’s Financial Advice Business Benchmarks report

Advisers either completely or somewhat satisfied with career choice

Nearly 40% expect increase over the next three years

One third of advice professionals are using AI in their businesses

Advisers urge providers to facilitate better back-office integrations

Attitude to risk questionnaires could be unsuitable for decumulation

‘We were built specifically to solve problems that advisers have’

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

Each added more than £3bn in assets in the last year, NextWealth finds