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Top News In Nextwealth Today - Breaking & Trending Today

M&A activity 're-shaping' financial advice industry

Merger and acquisition (M&A) activity is expected to continue and drive change in the financial advice industry, according to NextWealth. ....

Heather Hopkins , Aggregators Report , M Amp A , Merger And Acquisition ,

Consumer Duty fuels surge in consolidation

The financial advice industry is experiencing a surge in consolidation as firms race to adapt to the Consumer Duty regulation while also facing potential risks, according to the latest report by NextWealth. ....

Heather Hopkins , Consumer Duty ,

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 , Heather Hopkins , Artificial Intelligence , Mall Advice Firms ,

Client segmentation expected to grow amongst advice firms

More financial advisers are going to be segmenting their client base in 2024, according to Aegon and NextWealth. ....

Lifetime Wealth , Consumer Duty , Client Segmentation ,

More advisers are seeing clients fully withdraw retirement savings early

There has been an increase in the proportion of advisers who say that clients are completely withdrawing retirement savings over a short timeframe, Aegon and NextWealth have found. ....

Lifetime Wealth , Chetwood Financial , Retirement Savings ,