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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.

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.

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.

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.

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.

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