NextWealth

AI is an 'area to watch' for advisers who have not adopted the service

Your profession

AI is an 'area to watch' for advisers who have not adopted the service

'Too early' to tell how AI will be used in wealth management

clock 13 November 2023 • 1 min read
Adviser to client ratio to diverge widely in next five years

Your profession

Adviser to client ratio to diverge widely in next five years

The shift reflects business model diversification and staff ratio changes

clock 13 November 2023 • 1 min read
Growing number of advice firms look to change fee structures

Your profession

Growing number of advice firms look to change fee structures

Research shows 17% of advisers said they will make changes over next year

clock 10 October 2023 • 1 min read
Adviser or planner? A clear distinction and earnings difference

Your profession

Adviser or planner? A clear distinction and earnings difference

One charges more and want to work with young clients

clock 10 October 2023 • 2 min read
Uptick in adviser demand for fully digitised platforms

Your profession

Uptick in adviser demand for fully digitised platforms

Research shows the largest platforms are the most digitally enabled

clock 06 July 2023 • 2 min read
DFMs enhance adviser due diligence ahead of Consumer Duty

Your profession

DFMs enhance adviser due diligence ahead of Consumer Duty

DFMs say advisers offering co-branded MPS are co-manufacturers

clock 13 June 2023 • 1 min read
Uptick in advisers reporting to clients on sustainable investments

Investment

Uptick in advisers reporting to clients on sustainable investments

More advisers reporting to all clients on sustainable investments

clock 28 April 2023 • 1 min read
PA360: 'Not sustainable' for advisers to use just one platform

Wrap/platforms

PA360: 'Not sustainable' for advisers to use just one platform

More due diligence needed across multiple platforms

clock 27 April 2023 • 2 min read
Advice industry set for large wave of acquirer consolidation

Your profession

Advice industry set for large wave of acquirer consolidation

Latest findings on industry consolidation trends from NextWealth

clock 30 March 2023 • 1 min read
Advice acquisitions double with £48bn in AUM bought in 2022

Your Business

Advice acquisitions double with £48bn in AUM bought in 2022

More than 160 acquisitions announced in the last three years

clock 30 March 2023 • 2 min read
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How advisers should approach inheritance planning with clients

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02

Tavistock acquires asset manager and moves forward with Saltus advice sale

22 November 2024 • 2 min read
03

Farmers and IHT: Why the chancellor's methods are wrong

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04

IFAs and clients 'misaligned' on value of financial advice

19 November 2024 • 2 min read
05

Advisers expect regulation to limit time taken on giving advice

22 November 2024 • 2 min read