NextWealth Financial Advice Business Benchmarks Report 2025 - Report - Page 3
NextWealth Financial Advice Business Benchmarks Report / October 2025
NextWealth
Financial advice business benchmarks report
Table of Contents
Executive summary
4
The 2025 Advice engine
5
Component 1: Clients (the engine intake)
7
Component 2: People & capacity (the engine room)
15
Component 3: Business strategy & growth (gearing)
19
Component 4: Markets & regulation (rev limiter or traction control?)
24
Component 5: Tech & ef昀椀ciency (the mechanics)
27
Conclusion
28
About NextWealth
31
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