Shows
NextWealth InsightsSeason 6, Episode 8: NextWealth Live 2025, Shape of Future FlowsOur 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.
2025-09-2452 min
NextWealth InsightsSeason 6, Episode 7: NextWealth Live 2025, Wealth tech case studies: Wealth tech case studies: Using AI to increase capacity & reduce riskIn 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.
2025-08-1314 min
NextWealth InsightsSeason 6, Episode 6: NextWealth Live 2025, Wealth tech case studies: Technology to make humans more humanEpisode 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.
2025-07-2913 min
NextWealth InsightsSeason 6, Episode 5: NextWealth Live 2025, Wealth tech case studies: Engaging workplace saversEpisode 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.
2025-07-0915 min
NextWealth InsightsSeason 6, Episode 4: NextWealth Live 2025, DebateEpisode 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
2025-07-0940 min
NextWealth InsightsSeason 6, Episode 3: NextWealth Live 2025, Next advice panelEpisode 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
2025-07-0146 min
NextWealth InsightsSeason 6, Episode 2: NextWealth Live 2025, Connecting with CustomersIn 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.
2025-06-2531 min
NextWealth InsightsSeason 6, Episode 1: NextWealth Live 2025, CEO Big DebateNextWealth 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
2025-06-171h 10
Money Wise UK®Retirement Revisited: Insights from Richard ParkinIn this episode of Money Wise UK Podcast, we welcome back Richard Parkin, Head of Retirement at BNY Investments. Following the October Budget and his latest research with NextWealth on Retirement Advice, Richard shares key insights shaping the future of retirement planning.Key findings from the research include:🔹 47% of advisers feel compliance with the thematic review limits their ability to meet client demand.🔹 28% of advisers have no plans to adopt a standardized retirement advice model.🔹 40% of advisers continue using the same portfolios for decumulation as they do for accumulation.We dive into these fin...
2025-03-2742 min
Everything is FintechIs WealthTech The Key to Financial Inclusion?Four fintech experts, one cozy roundtable, and a spirited discussion on the state of our global financial landscape. It's an episode of Everything is Fintech you can't miss! Money20/20 hosts, Zach Anderson Pettet, VP, Fintech Strategy, and Ian Horne, Head of Europe Content, meet up with Emma Napier, Consulting Director at NextWealth, and Mary Agbesanwa, White Label Business Development Director at Embark (part of Lloyds Banking Group) for a discussion on the evolving world of WealthTech.New to WealthTech? Tune in to understand exactly what it is. Plus, hear how technology is reshaping investing, financial a...
2025-02-2858 min
IFA TalkPodcast #109: What advisers need to know about the changing face of retirement income planning in 2025 — with BNY Investments’ Richard ParkinRetirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers.
With the FCA’s retirement income advice review sparking big conversations last year, 2025 brings even more focus from the regulator on ensuring firms deliver the best outcomes for clients. The regulator is watching closely, so it’s essential to stay informed and ready for change.
In this week’s episode, we welcome back Richard Parkin, Head of Retirement at BNY Investments. Richard is a trusted expert in the field, known for his deep insights and practical knowledge on the subject...
2025-02-2418 min
NextWealth InsightsSeason 5, Episode 8: How intelliflo uses AIIn 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/
2025-02-1238 minNextWealth InsightsSeason 5, Episode 7: Inside Re:LoAIn 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/
2024-12-1328 minNextWealth InsightsSeason 5, Episode 6: Inside AdvisoryAIIn 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/
2024-12-0231 minNextWealth InsightsSeason 5, Episode 5: Notebook LM shares findings on Financial Advice Business Benchmarks ReportEpisode 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!
2024-11-2234 minNextWealth InsightsSeason 5, Episode 4: AI and its current use in wealth management, future potential, and challenges in implementation.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/
ht...
2024-10-3129 minNextWealth InsightsSeason 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms.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.
2024-10-1641 min
NextWealth InsightsSeason 5, Episode 2: Practical advice for employees of advice firms on how to implement AI to drive efficiencyIn 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/
2024-09-2645 min
NextWealth InsightsSeason 5, Episode 1: Views from Peter and SS&C (expert in AI and machine learning with direct experience in wealth management and financial advice)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
2024-09-1244 min
NextWealth InsightsSeason 5: TrailerIn 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.
2024-07-2924 minNextWealth InsightsSeason 4, Episode 11: NextWealth Live - Consolidation and its implicationsEpisode 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.
2024-07-1242 minNextWealth InsightsSeason 4, Episode 10: NextWealth Live - Shape of future flowsIn 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.
2024-07-101h 01NextWealth InsightsSeason 4, Episode 9: NextWealth Live - Wealth tech case study: Claire Thompson & Stephanie MelianIn 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.
2024-07-0817 min
NextWealth InsightsSeason 4, Episode 8: NextWealth Live - Wealth tech case study: Amyr Rocha LimaIn 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.
2024-07-0418 minNextWealth InsightsSeason 4, Episode 7: NextWealth Live - Wealth tech case study: John O'DriscollIn 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.
2024-07-0218 minNextWealth InsightsSeason 4, Episode 6: NextWealth Live - Keynote presentationIn 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.
2024-06-2646 minNextWealth InsightsSeason 4, Episode 5: NextWealth Live - DebateIn 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.
2024-06-2443 minNextWealth InsightsSeason 4, Episode 4: NextWealth Live - Next advice panelIn 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!
2024-06-1746 minNextWealth InsightsSeason 4, Episode 3: NextWealth Live - Fireside ChatIn 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!
2024-06-1021 minNextWealth InsightsSeason 4, Episode 2: NextWealth Live - CEO Big DebateIn 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.
2024-06-051h 07NextWealth InsightsSeason 4, Episode 1 - NextWealth LiveSeason 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!
2024-04-2205 minNextWealth InsightsConsolidation and Aggregation: Episode 5, Season 3Join 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.
2024-04-1515 minNextWealth InsightsAI Index Trailer: Season 3We 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/
2024-04-0801 minNextWealth InsightsNext Platform Shake-out : Episode 4, Season 3In 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.
2024-04-0319 minNextWealth InsightsFuture of Financial Advice: Episode 3, Season 3In 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.
2024-03-1118 minNextWealth InsightsTech and Investment Solutions: Episode 2, Season 3Join 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.
2024-02-0625 min
The Paraplanners' Assembly PodcastThe Consumer Duty: how’s it going so far?Host Caroline Stuart from Sparrow Paraplanning is joined by Heather Hopkins of Next Wealth to explore how financial advice practices have addressed – and continue to address – the demands of The Consumer Duty.What did we cover?As well as recapping what firms are expected to do about the Duty, Caroline and Heather also considered what they could do thanks to the opportunities it presents. Over the course of the lunch-hour session two significant themes emerged:how firms are demonstrating the value of their advice; andhow to prove that clients real...
2024-02-0159 min
NextWealth InsightsSeason 3, Episode 1: Take a look back at 2023In 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.
2024-01-3020 min
HUM Curated Podcasts31 - Taking THAT Fork In The Road Podcast: TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this?)Episode: 31 - Taking THAT Fork In The RoadPub date: 2023-10-26Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this latest pile of TRAP, the Trap Pack discuss- Topical issues, including SJP swallowing Consumer Duty, NextWealth IFA report, M&G closing its property fund, Irish budget investor woes, adviser mastermind top tips- Meat and Potatoes: Taking THAT Fork In The Road- Questions posted by our bel...
2023-11-011h 26
TRAP: The Real Adviser Podcast31 - Taking THAT Fork In The RoadIn this latest pile of TRAP, the Trap Pack discuss- Topical issues, including SJP swallowing Consumer Duty, NextWealth IFA report, M&G closing its property fund, Irish budget investor woes, adviser mastermind top tips- Meat and Potatoes: Taking THAT Fork In The Road- Questions posted by our beloved TRAPists Stuart Mullen- Culture CornerLinks referred to in the show:AS: https://www.nextwealth.co.uk/research/financial-advice-business-benchmarks-report-2023/ NL: https://www.mandg.com/news-and-media/press-releases/mandg-investments/2023/19-10-2023?utm_campaign=EM_RTL_MA_UKA_OTH_20231016_T...
2023-10-261h 26NextWealth InsightsNextWealth Insights: Episode 12, Season 2Welcome 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.
2023-10-1650 min
Inside WealthEmbrace Curiosity - Episode 17 - Heather Hopkins, Managing Director at NextWealthWelcome to Episode 17 of the Executives in Wealth Management podcast.
Thomas Spencer was joined by Heather Hopkins, the Managing Director at NextWealth. They talked about Heather’s unconventional career path, moving from research and analysis into the wealth management space.
They also touched on the process of establishing Heather’s company, including the importance of her network and support system during that time.
Listen in for another brilliant conversation.
2023-10-0449 minNextWealth InsightsNextWealth Insights: Episode 11, Season 2In 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.
2023-09-2513 minNextWealth InsightsNextWealth Insights: Episode 10, Season 2In 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.
2023-09-1824 min
FTAdviser Podcast‘The regulator wants fewer firms to manage’Last month, Tenet announced it will close its network, with its appointed representatives moving to The Openwork Partnership as part of an exclusive agreement with the company.The agreement will provide Tenet's firms and advisers the choice of retaining their independent status through Openwork's IFA business 2plan Wealth Management or becoming part of the restricted Openwork proposition.This came as the Financial Conduct Authority’s annual report and accounts for 2022-23 revealed that there has been a 19 per drop in the number of appointed representative firms in almost three years.The...
2023-09-1523 minNextWealth InsightsNextWealth Insights: Episode 9, Season 2In 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.
2023-09-1222 minNextWealth InsightsNextWealth Insights: Episode 8, Season 2In 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.
2023-09-0445 minNextWealth InsightsNextWealth Insights: Season 2, Episode 7In 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..
2023-07-1716 minNextWealth InsightsNextWealth Insights: Season 2, Episode 6In 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.
2023-07-1016 minNextWealth InsightsNextWealth Insights: Season 2, Episode 5In 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.
2023-07-0411 minNextWealth InsightsNextWealth Insights: Season 2, Episode 4In 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.
2023-06-2630 minNextWealth InsightsNextWealth Insights: Season 2, Episode 1We 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.
2023-06-2009 minNextWealth InsightsNextWealth Insights: Season 2, Episode 3In 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.
2023-06-1928 min
NextWealth InsightsNextWealth Insights: Season 2, Episode 2In 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.
2023-06-121h 00
FTAdviser PodcastWhat will simplified advice mean for the profession?The FCA has set out proposals for simplified advice to make it cheaper and easier for firms to advise consumers about certain mainstream investments within stocks and shares Isas.But will these proposals work, and which firms are likely to offer simplified advice?This week FTAdviser news editor Amy Austin is joined by Prakash Chandramohan, strategic policy director at Tisa, Heather Hopkins, managing director of NextWealth, and Chet Velani, managing director of EV, to find out.They discuss whether simplified advice will simply allow banks to push their Isa products, whether it is...
2023-02-1033 min
The Advice ShowThe year of caution: Taking the advice industry’s temperature in 2022Reporter Chloé Meley speaks to Heather Hopkins, managing director of NextWealth, about NextWealth’s latest report on the health of the advice industry and how a cautious attitude has defined 2022 for advisers.
2022-10-1020 minFTAdviser PodcastWhat the pensions dashboard means for advisersNext year the onboarding process for the pension dashboard programme will kick off. The creation of a single dashboard where savers can see all their pension savings doesn't just pose questions for pension providers - it also raises questions for advisers.This week FTAdviser's news editor Amy Austin is joined by Jonathan Hawkins, consultant at Bravura, and Heather Hopkins, founder of NextWealth, to discuss some of the technology challenges which the looming arrival of the dashboard presents.They also discuss the potential impact on advisers and their clients, what the likely outcome will be of...
2022-10-0722 min
Her Future Bright PodcastThe Importance of Data and Research with Heather Hopkins, Managing Director and Founder of NextWealthIn a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK. If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Ma...
2022-08-2237 minFTAdviser PodcastThe ‘Amazonification’ of the client experienceFinancial advice has come a long way over the years, more so after technology during the pandemic has evolved the way we all live. The ability to have everything at the click of a button means clients expectations from financial advisers and firms will be fast moving.Speaking to FTAdviser on this podcast, two experts discuss the ‘Amazonification’ of the client experience and where we are at in the industry.Russell Andrews, global head of advice solutions for SEI's Asset Management distribution team and Heather Hopkins, managing director and founder of NextWealth, explain the r...
2022-05-0632 min
Adviser 3.0: The PodcastEp 28 - Heather Hopkins, one of the ‘big brains’ of the industry, discusses her latest MPS report...shedding light on the growing market, whether change is possible and other key takeaways!Abraham has a lively discussion with Heather Hopkins, one of the ‘big brains’ of the industry, on:
How she joined the industry…TWICE
Her entrepreneurial itch and what lead to the creation of NextWealth
Should a platform be aimed at the provider or the financial adviser
How to drive change in the adviser market
Heather’s report on MPS - how she sized up the market accurately, where the MPS market is going and other key takeaways
Heather’s approach to retirement
2022-02-2341 min
FTAdviser PodcastHas the advice market reached peak M&A?2021 was a busy year for mergers and acquisitions in the financial advice market, with consolidation fueled by private equity money continuing apace.As well as the traditional consolidators, there is now a group of start-ups looking to build national financial advice businesses through acquisition.But how much longer can this go on for? This week FTAdviser reporter Sonia Rach joined by Louise Jeffreys of Gunner & Co and Heather Hopkins of NextWealth to find out.They discuss what is currently fueling the pace of M&A activity in the financial advice market, what might...
2022-01-1422 min
Citywire: The WealthTech ShowWhat next for advice and wealth tech?The lockdown made advisers and wealth managers think twice about their tech stack, so in this episode, Ian invites NextWealth’s managing director Heather Hopkins to offer her take on the next advancements in advice and wealth tech. While the episode was recorded on Groundhog Day, this conversation helps outline why change and progression. This message is not exclusively for advisers and wealth managers, so we also shine a spotlight on product providers, and what they need to do in order to service their markets proficiently.
2021-04-3021 minCitywire: The WealthTech ShowWhat next for advice and wealth tech?The lockdown made advisers and wealth managers think twice about their tech stack, so in this episode, Ian invites NextWealth’s managing director Heather Hopkins to offer her take on the next advancements in advice and wealth tech. While the episode was recorded on Groundhog Day, this conversation helps outline why change and progression. This message is not exclusively for advisers and wealth managers, so we also shine a spotlight on product providers, and what they need to do in order to service their markets proficiently.
2021-04-3021 min
Charles Stanley RadioSpotlight Session: Notes from a crisisWhat have we learnt about changing client needs and how should we adapt to add value for the long-term? John Porteous, Charles Stanley’s Group Head of Distribution, and Heather Hopkins, founder and Managing Director of Next Wealth, share their immediate learnings from this crisis, drawing on the experience of Charles Stanley’s own investment managers and NextWealth’s access to insights and trends.
2020-06-0535 min
Two in TwentyAIM High: The changing UK advisory marketWelcome to the AIM High podcast, hosted by Twink Field, CEO and Founder of White Marble Marketing, for The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is built around conversations with a range of experts talking about the industry, product, practical tips and personal development for marketers in the investment industry. AIM is passionate about marketing being recognised as an influential and strategic part of a business and provides investment marketers with resources, events and courses to help them improve industry k...
2020-01-2434 min
The Adviser Gap PodcastWhere will tech take us? - Heather HopkinsThis week on the Adviser Gap podcast, we are delighted to be joined by Heather Hopkins, founder and Managing Director of financial services research firm, NextWealth. After beginning her career in the tech industry, Heather began working with product research firm, Platforum, where her passion for technology and research aligned with the world of financial services. From there, Heather went on to found NextWealth, an innovative research company, helping financial services firms ‘thrive amid disruption’ and making it their mission to understand what’s next in wealth. Listen in as Heather shares some fascinating insights into the future...
2019-07-151h 20