NextWealth Insights

Our final episode of the series: Episode 8: Shape of Future Flows, features a panel chaired by Richard Romer-Lee (Co-CEO, Titan Asset Management & CEO, Square Mile Investment Consulting & Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distribution, Invesco), Miranda Seath (Director, Market Insight & Fund Sectors, The Investment Association), and Nick Stebbing (COO, Fairstone).In this episode, Heather and Emma revisit the Shape of Future Flows session, sharing their reflections and takeaways from this thought-provoking discussion.

In this episode, Heather and Emma revisit Jonny’s presentation on using AI to increase capacity and reduce risk, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around leveraging AI to enhance capacity and manage risk.

Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More HumanFeaturing Helen Lovett, Chief Operating Officer, Foster DenovoIn this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of tech in creating more meaningful experiences in wealth management and beyond.

Episode 5: Insights from WealthTech Case Studies – Engaging Workplace SaversPresented by Andy Manson, Chief Marketing Officer at AegonIn this episode, Heather and Emma revisit Andy Manson’s presentation on engaging workplace savers, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around how to better connect with and support workplace savers.

Episode 4: Insights from Debate: This house believes: The future of retirement advice is income drawdown: An Oxford-style debate on the future of retirement advice.In this episode, Heather an Emma share their reflections on the debate. They discuss standout moments and expert insights.Featured panelists:Anthony Carty, MD, Clifton Asset Management Plc Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Groups

Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025In this episode, Emma and Chanelle dive into the key takeaways and share their reflections on the "Next Advice" panel from NextWealth Live 2025, held in March. They discuss standout moments, expert insights, and what it all means for the future of financial advice.Featured panelists:Mark Butterworth, COO, Lathe & Co Wealth AdvisersAndrew Wealthall, COO, Lifetime Financial ManagementLucy Whitehead, CCO, Kingswood Group

In this episode, Ruth Hancock, CEO of Octopus Money, shares insights about their customers—their needs, wants, and what she’s learned on the journey. Heather and Emma reflect on the key takeaways and their thoughts on the conversation.

NextWealth Insights is back for Season 6!In this new series, Heather and Emma look back at our annual flagship event — NextWealth Live 2025, held in March.We kick things off with the CEO Big Debate: Adapt, Innovate, Thrive, featuring insights from top industry leaders:Chirantan Barua, CEO, Scottish WidowsJon Cleborne, CEO EMEA, VanguardMichele-Louise Golunska, MD of Wealth and Advice, AvivaNick Wright, Global Head, SS&C Global Investor & Distribution Solutions

In our Season 5 finale, we welcome Nick Eatock, CEO of intelliflo.Nick shares insights on how intelliflo leverages AI and his approach to integrating it within the business. Tune in for an insightful conversation on innovation and the future of AI in financial technology!Show notes:https://nextwealth.co.uk/events/ai-lab/

In Season 5, Episode 7, Heather and Alasdair are joined by Gary Abela, Co-Founder & CCO of Re:LoA. Gary introduces us to Re:LoA, sharing its purpose and impact, along with a companion video featuring an in-depth product demo. Show notes: https://www.nextwealth.co.uk/nextwealth-insights-episode-7-season-5-insidereloa/ https://www.amazon.co.uk/AI-Superpowers-China-Silicon-Valley/dp/132854639X https://www.canva.com/en_gb/

In Season 5, Episode 6, Heather and Alasdair sit down with Alan Gurung, CEO and Co-Founder of AdvisoryAI. Alan shares the story behind AdvisoryAI, its mission, and how it’s transforming the financial services industry. He also dives into practical applications of AI and provides a 10-minute product demo to showcase its capabilities. (Watch the demo via the link in the show notes!) Show notes: https://www.nextwealth.co.uk/nextwealth-insig…-season-5-ai-lab/

Episode 5 takes a unique twist! This time, Heather and Alasdair let AI take the spotlight. Using Notebook LM, Google’s AI-powered research assistant, two AIs discuss our newly released Financial Advice Business Benchmarks Report. Based on a survey of over 300 financial advice professionals conducted this summer, the report offers valuable insights for the advice community. Tune in to hear what the robots have to say about the findings!

In Episode 4, Heather and Alasdair are joined by Adrian Hopgood, an emeritus professor of intelligence systems, to discuss AI applications. Hopgood explains the evolution of AI, emphasising the shift from specialist, declarative AI to generative AI. He highlights the importance of AI in healthcare and its application across various industries, while also addresses the environmental impact of AI carbon footprint. Links from this episode: https://podcasts.apple.com/gb/podcast/ai-and-health-part-one-drgpt-will-see-you-now/id508376907?i=1000656422070  https://www.green-algorithms.org/ https://www.routledge.com/Intelligent-Systems-for-Engineers-and-Scientists-A-Practical-Guide-to-Artificial/Hopgood/p/book/9781032126760 https://adrianhopgood.com/⁠  https://www.bcs.org/  http://www.bcs-sgai.org/⁠ 

In Episode 3, Heather and Alasdair explore the cutting-edge world of AI with guest speaker Kapil Ram Bhatia from Salesforce. Discover how Salesforce is revolutionising tech for financial advice and wealth management firms, and get an insider’s perspective on the future of AI in the industry.

In Episode 2, Heather and Alasdair dive deep into the world of AI in wealth management with Jonathan Stubbs from LIFT-Financial. They uncover how AI is transforming the industry today, explore its future potential, and discuss the hurdles of implementation. Links from this episode: https://podcasts.apple.com/us/podcast/the-ai-assisted-organisation-with-implement-ai/id1694738741 https://www.nextwealth.co.uk/events/ai-lab/

In this episode of AI and its current use in wealth management, future potential, and challenges in implementation, hosts Heather and Alasdair sit down with Peter Beardsmore from SS&C to explore the cutting-edge intersection of AI, machine learning, and wealth management. Peter, an expert with direct experience in financial advice and technology, shares SS&C's unique insights into how these innovations are transforming the financial services industry. Links from this episode: https://www.the-coming-wave.com https://www.youtube.com/watch?v=MX6aQcrt6r4&t=3s

In this trailer, Heather and Alasdair highlight the significance of AI, share insights from our AI Lab event, and explain why you should tune into this podcast series.  

Episode 11 of Season 4 is the final episode in this series. In this episode, you will hear a panel session from NextWealth Live discussing consolidation and its implications. Caroline Hawkesley, UK Managing Director at Progeny, Dean Proctor, CEO at 7IM, and Jonathan Polin, CEO at Atomos, answer questions from the audience and talk about their business strategies. Stay tuned for Heather and Emma's thoughts on this discussion afterwards.

In Episode 10, you hear a panel conversation from NextWealth Live 2024. This panel, titled "The Shape of Future Flows," examines the future of investment flows and the retail market. Richard Romer-Lee chairs this session, with panelists David Moffat, Emma Wall, James Rainbow, and Michaela Collet Jackson. Stay tuned for Heather and Emma's thoughts on this discussion afterwards.

In Episode 9, Claire Thompson and Stephanie Melian deliver a detailed presentation on their case study, which concentrates on harnessing the power of data. Following this presentation, Heather and Emma share their insights and analysis of the case study.

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.

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.

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.

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 hear Heather's and Emma's thoughts on the debate afterwards.

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!

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!

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.

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!

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.

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/

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. 

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.

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 tech and investment solutions.

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.

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.

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.

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.

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.

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.

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..

In episode 6, Heather and Emma listen back to Alasdair Walker's discussion at NextWealth Live. Alasdair Walker, CFP and MD at Handford Aitkenhead & Walker Ltd, discusses how we can ensure financial review documents focus on what the client needs - and nothing else.

In this week's episode of NextWealth Insights, we are hearing from Helena Wardle at Money Means. Helena helps us understand how to connect with the next generation of customers. Heather Hopkins and Emma Napier develop these thoughts further.

In episode 4, Heather Hopkins and Emma Napier discuss the insights shared by Daniel Harrison, CEO of True Potential during his NextWealth Live 2023 Fireside Chat. In this episode, Daniel Harrison shares his thoughts on True Potential future strategy, hybrid advice and what the next generation will want from financial advice.

We have returned with NextWealth Insights, Season 2, with Heather Hopkins, Managing Director at NextWealth and we are delighted to announce our newest member of the team Emma Napier, Consulting Director at NextWealth.

In our third episode of season 2 , Heather Hopkins and Emma Napier discuss comments from Nathan Long at Hargreaves Lansdown from NextWealth Live. Nathan shares insights from Hargreaves Lansdown on who the customer is, how Hargreaves is interacting with them and some of their thoughts on how to deeply connect with customers.

In this week's episode Heather Hopkins and Emma Napier discuss the insights shared during the CEO panel at NextWealth Live 2023. We first listen back to the CEO Big Debate with Jackie Leiper, CEO Embark Group / MD Pensions & Stockbroking at Lloyds Banking Group, Neil Moles, CEO at Progeny, Patrick Thomson, CEO EMEA at JP Morgan Asset Management and Richard Skerritt, CEO at Skerritts. The panel was chaired by Peter Mann, Chairman at NextWealth.