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Five 'significant shifts' in financial advice to expect by 2028

Nextwealth has published a report titled Future of Financial Advice

United-kingdom
Heather-hopkins
Miton-david-jane
Consultancy-nextwealth
Financial-advice
Premier-miton
David-jane

Number of clients served predicted to grow 30% by 2028

Amid the growth in demand for advice, the number of clients served by financial advisers looks set to grow by 30% by 2028, NextWealth has predicted.

Heather-hopkins
Financial-advice

AI will play key role in compliance checking for small advice firms

Artificial intelligence (AI) will play a key role in compliance checking for small firms, according to a report from NextWealth.

Heather-hopkins
Financial-advice
Technology
Ca
Nextwealth
Heather-hopkins
Artificial-intelligence
Hi
Mall-advice-firms
Compliance

Retirement advice remains 'cornerstone of financial planning'

An ageing population and economic uncertainty means retirement advice remains a cornerstone of financial planning, a new report has found. NextWealth's Managing Lifetime Wealth: Navigating Retirement Advice report, sponsored by Aegon, shows over two in three advisers (67%) see people living longer changing demand.

Steven-cameron
Heather-hopkins
Managing-lifetime-wealth
Navigating-retirement-advice
Lifetime-allowance
Advice-guidance-boundary-review

Economic strife and longevity drive demand for retirement advice

Increased demand for retirement advice is being driven by the UK’s ageing population and continued economic uncertainty, according to latest research.

Heather-hopkins
Steven-cameron
Dean-butler
Financial-conduct-authority
Managing-lifetime-wealth
Navigating-retirement
Advice-guidance-boundary-review
Consumer-duty
Standard-life
Retirement-voice
Nextwealth
Gegon

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