NextWealth

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

Advice firms are ‘offboarding’ clients that they cannot service profitably

Advisers choose to blend multi-asset funds and MPS in client portfolios

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‘AI opens up a number of new compliance challenges’

‘Small firms cannot economically survive with the current costs’

‘The answer to the delivery of better outcomes is through integration’

Four chief executive panellists explored what change means to them

Regulatory pressures propel surge in consolidation in financial advice sector