Shows
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
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 minNextWealth 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
Paraplanners' AssemblyThe 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 45 · 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 24
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 24