23rd October 2025

Tuning the Advice Engine for Growth

Now in its seventh year, NextWealth’s Financial Advice Business Benchmarks Report 2025 reveals how advice firms are evolving - from pricing models and staffing ratios to investment mix and technology adoption. The 2025 edition captures a shift in mindset: from coping with regulation to optimising for growth. Advisers describe a “rolling tune-up” of their advice engines  - standardising processes, improving data, and simplifying charging structures.

Download the report to see how your firm compares and where the advice profession is heading next.

 

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