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PODCAST

NextWealth Insights

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

business management

All Episodes

00:18:52

Season 4, Episode 8: NextWealth Live - Wealth tech...

NextWealth Insights ·

2024/07/04

In Episode 8, we share a presentation from Amyr Rocha Lima, Managing Director at Strategic Wealth Partners, which he gave at NextWealth in March 2024. Amyr was part of our Wealth Tech Case Studies section, where he discussed the Strategic Wealth Portal and outlined the system's goals. Following the presentation, Heather and Emma provide their insights on the case study.

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00:18:50

Season 4, Episode 7: NextWealth Live - Wealth tech...

NextWealth Insights ·

2024/07/02

In this episode, we present a case study from NextWealth Live 2024. John O’Driscoll, Divisional Director of Business Development & Advice at SJP, discusses how SJP is leveraging AI and automation to simplify the role of financial advisers.Following the presentation, Heather and Emma provide their insights on the case study.

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00:46:28

Season 4, Episode 6: NextWealth Live - Keynote...

NextWealth Insights ·

2024/06/26

In this episode, listen to Sandy Kaul, Head of Digital Asset & Investor Advisory Services at Franklin Templeton, as she presents at NextWealth Live 2024. Sandy delves into disruptive technology trends in wealth management, from tokenisation to hyper-personalisation, and explores what lies ahead. Following her presentation, Heather and Emma share their thoughts on these groundbreaking insights.

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00:43:26

Season 4, Episode 5: NextWealth Live - Debate

NextWealth Insights ·

2024/06/24

In episode 5, you will hear a debate from NextWealth Live between Justine Randall, CCO at Tatton Investment Management, and Sean Osborne, Group Head of Sales at Charles Stanley, discussing the future of investment propositions. The central argument of the debate was: "This house contends that managed portfolio services (MPS) represent the future of the investment proposition, and assets will consistently transition away from individually tailored discretionary management." Tune in to

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00:46:45

Season 4, Episode 4: NextWealth Live - Next advice panel

NextWealth Insights ·

2024/06/17

In Episode 4 from Season 4 of NextWealth Insights, Heather Hopkins and Emma Napier share the next advice panel discussion featuring: Jenny Davidson at Quilter Natalie Kempster at Argentis Nici Audhlam-Gardiner at Foresters UK Chaired by Emma Napier. Tune in to hear Heather's and Emma's thoughts on the discussion afterwards!

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00:21:14

Season 4, Episode 3: NextWealth Live - Fireside Chat

NextWealth Insights ·

2024/06/10

In Episode 3 from Season 4 of NextWealth Insights, Heather Hopkins and Emma Napier share the fireside chat with Daniel Harrison, CEO of True Potential, from NextWealth Live. Tune in to hear Heather's and Emma's thoughts on the discussion!

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01:07:52

Season 4, Episode 2: NextWealth Live - CEO Big Debate

NextWealth Insights ·

2024/06/05

In this episode Heather Hopkins and Emma Napier share the audio recording from CEO Panel at NextWealth Live.The CEO panel includes guest speakers: Andy Curran, CEO at Standard Life, Mark Duckworth, CEO at Schroders Personal Wealth, Ruth Handcock, CEO at Octopus Money, Richard Wilson, CEO at abrdn Personal Wealth. Chaired by Peter Mann, Chairman at NextWealth. Heather and Emma share their thoughts from the debate.

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00:05:39

Season 4, Episode 1 - NextWealth Live

NextWealth Insights ·

2024/04/22

Season 4, Episode 1 of NextWealth Insights will be all about our annual conference, which took place on the 19th of March 2024. Heather Hopkins will be sharing live recordings from the debate and will be discussing the sessions with Emma Napier. There are loads of exciting sessions to look forward to. Stay tuned!

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00:15:51

Consolidation and Aggregation: Episode 5, Season 3

NextWealth Insights ·

2024/04/15

Join Heather Hopkins and Emma Napier for a riveting finale as they delve into the intricate world of Consolidation and Aggregation within the realm of financial advice businesses.

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00:01:07

AI Index Trailer: Season 3

NextWealth Insights ·

2024/04/08

We are dedicated to helping wealth management firms harness the power of artificial intelligence for their business and careers. We are launching an AI index event on 14th May. If you would like to join the waiting list, simply head over to our website: https://www.nextwealth.co.uk/events/ai-lab/

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00:19:48

Next Platform Shake-out : Episode 4, Season 3

NextWealth Insights ·

2024/04/03

In this episode of NextWealth Insights, hosts Heather Hopkins and Emma Napier look back at the launch of our Next Platform shake-out report and dive into platforms and how they are responding to the rise of large financial advice businesses and the changes in the operating and business models.

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00:18:16

Future of Financial Advice: Episode 3, Season 3

NextWealth Insights ·

2024/03/11

In this episode of NextWealth Insights, hosts Heather Hopkins and Emma Napier look 5 years ahead to the Future of Financial Advice.They share insights and key themes from our latest report: Future of Financial Advice.

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00:25:34

Tech and Investment Solutions: Episode 2, Season 3

NextWealth Insights ·

2024/02/06

Join Heather Hopkins and Emma Napier as they reflect on the reports and topics NextWealth covered in 2023.In this episode of NextWealth Insights, hosts Heather Hopkins and Emma Napier take a retrospective journey through the year 2023, delving into the reports and topics covered by NextWealth. From groundbreaking research to innovative client projects, they offer listeners an exclusive peek behind the scenes. They share insights into our research and client projects, including a deep dive into

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00:20:45

Season 3, Episode 1: Take a look back at 2023

NextWealth Insights ·

2024/01/30

In this season, Heather Hopkins and Emma Napier reflect at the different reports and topics NextWealth covered in 2023. They also share with you some of the insights in the research that we are doing and some of the other work we are doing with clients. Heather and Emma look back at 2023 and discuss the highlights and the key themes of 2023.

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00:50:45

NextWealth Insights: Episode 12, Season 2

NextWealth Insights ·

2023/10/16

Welcome back to Episode 12 of the second season of NextWealth Insights. This is our final podcast in this series, Shape of Future Flows. You will hear a panel session chaired by the wonderful Richard Romer-Lee, CEO at Square Mile. The panel discusses the trends we are seeing now, how they will change in the coming years and what the future looks like for the investment product and investment solution. Heather Hopkins and Emma Napier reflect on the panel's discussion afterwards.

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00:13:56

NextWealth Insights: Episode 11, Season 2

NextWealth Insights ·

2023/09/25

In this week's episode, you will hear a presentation from Tom Higham, Communications and Engagement Lead, Mercer. He talks about how advice is back at Mercer and technology being used in the workplace to save retirement. Heather Hopkins and Emma Napier reflect on Tom's comments afterwards.

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00:24:14

NextWealth Insights: Episode 10, Season 2

NextWealth Insights ·

2023/09/18

In this week's episode, Heather and Emma listen back to a presentation that Murrough O’Brien, Senior Manager at Bank of Ireland gave on Omnichannel. Heather Hopkins and Emma Napier have a chat on this afterwards, reflecting on what Murrough shares with us.

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00:22:10

NextWealth Insights: Episode 9, Season 2

NextWealth Insights ·

2023/09/12

In this episode, you will hear a conversation between Jackie Boylan, Head of UK Adviser Platform at Fidelity Adviser Solutions and Paul Cullen, Partner & Chartered Financial Planner at Chancery Financial Planning. The two of them were on a session on wealth tech and shared an example of platform plus in action. Heather Hopkins and Emma Napier share their thoughts on what they heard.

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00:45:53

NextWealth Insights: Episode 8, Season 2

NextWealth Insights ·

2023/09/04

In this episode, you will hear an Oxford-style debate recorded live from NextWealth Live earlier this year on March 2023 between David Ferguson, CEO at Seccl and Ed Dymott, Managing Director at Benchmark Capital. The house view at the event was "This house believes that scale is critical to investment platform and that we won't see a proliferation of adviser-owned platforms.". Heather Hopkins and Emma Napier share their thoughts on the debate.

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00:16:37

NextWealth Insights: Season 2, Episode 7

NextWealth Insights ·

2023/07/17

In episode 7, Heather Hopkins and Emma Napier listen back to Adam Smith's session from NextWealth Live. Adam Smith, Chief Product Office at Fairstone, shared his fresh thinking for acquisitions and Jam..

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46 results

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