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  • 1 in 5 adviser firms set to 'rationalise' tech stack

    NextWealth's Heather Hopkins

  • Planners younger and more ambitious than advisers

    Heather Hopkins of NextWealth

  • One in six adviser firms looking to sell

    Financial Advice Business Benchmarks 2023 Report

  • NextWealth predicts ‘seismic shift’ in advice firms' structures

    Fee earner to non-fee earner ratio prediction by NextWealth

  • MPS assets rise as charges fall - report

    Heather Hopkins of NextWealth

  • Pension tax changes boost business for 49% of advisers

    Steven Cameron, pensions director at Aegon

  • Medical advances helping drive demand for retirement advice

    Steven Cameron, pensions director at Aegon, who sponsored the report

  • Economic woes are changing retirement behaviours

    Steven Cameron, pensions director at Aegon UK

  • Small advice firms to thrive by 2028 - report

    NextWealth website

  • 2 in 3 advisers say clients fear outliving their pensions

    Half (45%) of advisers said clients had expressed desires to travel or live overseas.

  • Advisers lose appetite to launch their own platform

    NextWealth website

  • Consolidation set to fuel M&A activity this year

    NextWealth website

  • 9 in 10 advisers expect AI to impact their jobs

    Heather Hopkins, managing director of NextWealth

  • Segmentation can help boost client outcomes says report

    M&G Wealth website

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