Episode 5: Insights from WealthTech Case Studies – Engaging Workplace Savers Presented by Andy Manson, Chief Marketing Officer at Aegon In 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.
Jul 09, 2025•15 min•Season 6Ep. 5
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...
Jul 09, 2025•41 min•Season 6Ep. 4
Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025 In 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 Advisers Andrew Wealthall, COO, Lifetime Financial Management Lucy Whitehead, CCO, Kingswood Group...
Jul 01, 2025•47 min•Season 6Ep. 3
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.
Jun 25, 2025•31 min•Season 6Ep. 2
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 Widows Jon Cleborne , CEO EMEA, Vanguard Michele-Louise Golunska , MD of Wealth and Advice, Aviva Nick Wright , Global Head, SS&C Global Investor & Distribution Solutions...
Jun 17, 2025•1 hr 11 min•Season 6Ep. 1
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/
Feb 12, 2025•39 min
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/...
Dec 13, 2024•28 min
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/...
Dec 02, 2024•32 min•Season 5Ep. 6
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!
Nov 22, 2024•34 min•Season 5Ep. 5
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-on...
Oct 31, 2024•30 min
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.
Oct 16, 2024•42 min
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/...
Sep 26, 2024•45 min
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://ww...
Sep 12, 2024•45 min
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.
Jul 29, 2024•24 min
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.
Jul 12, 2024•42 min
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.
Jul 10, 2024•1 hr 1 min
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.
Jul 08, 2024•18 min
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.
Jul 04, 2024•19 min
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.
Jul 02, 2024•19 min
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.
Jun 26, 2024•46 min
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 Heathe...
Jun 24, 2024•43 min
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!
Jun 17, 2024•47 min
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!
Jun 10, 2024•21 min
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.
Jun 05, 2024•1 hr 8 min
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!
Apr 22, 2024•6 min
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.
Apr 15, 2024•16 min
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/
Apr 08, 2024•1 min
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.
Apr 03, 2024•20 min
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.
Mar 11, 2024•18 min
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 ...
Feb 06, 2024•26 min
