NextWealth Financial Advice Business Benchmarks Report 2025 - Report - Page 14
NextWealth Financial Advice Business Benchmarks Report / October 2025
Sustainability: allocations up, conversations down
Average exposure to ethical/impact/sustainable funds is at a 昀椀ve-year high (23%), yet conversations on this theme are at a
昀椀ve-year low (14%).
Figure 14: 23% of client assets are in ethical, impact or sustainable funds/ portfolios, but fewer client-led conversations
Q Approximately what percentage of your clients’ assets under advice are in ethical, impact or sustainable funds/ portfolios? + In what percentage of
your client conversations does the client raise the question of ethical, impact or sustainable investing?
Go deeper: Organic growth in practice
Turn benchmarks into action with our Organic Growth Guide:
real case studies from standout 昀椀rms you can copy and adapt.
• Build steady referral engines with professional partners.
• Turn “accidental niches” into targeted campaigns.
• Grow share of wallet with clear propositions.
Open the guide >
Next, how are 昀椀nancial advice professionals building the engine room and crew?
Who is being hired, how is the work geared, and what will tech absorb?
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