Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
NextWealth Insights is a podcast on the future of financial advice, fund management, investment platforms and adviser tech. We speak with the most insightful industry executives on the future of busin... more
FAQs about NextWealth Insights:How many episodes does NextWealth Insights have?The podcast currently has 16 episodes available.
May 18, 20206: Nick Eatock on tech Integration and tech adoption as a driver of productivityNick Eatock, founder and CEO of Intelliflo, talks about the impact of technology adoption on adviser revenue and productivity. We spend some time on tech integrations and security and end with thoughts on how technology might increase access to advice....more28minPlay
May 13, 20205: Geoff Towers: Hyperinflation, security and permissioning teams and leadersIn this conversation Geoff Towers, CEO of Pershing, shares his concern that while the industry is adapted to keep the wheels turning in the face of the Coronavirus pandemic, we may later see cracks emerge that reveal that while things were working, they may not have been as safe and secure, as when we were all in the office. We talk about watching out for people around us and the importance of permissioning. Geoff makes a point of showing his team that he's switching off at points in the day. We also cover foxes and hedgehogs. And be sure to listen to the end when Geoff shares his views on the potential for a period of rising prices, and perhaps even hyperinflation. We come full circle at the end as Geoff permissions business leaders to take idle moments and step away to think about how they need to prepare their businesses for the recovery....more34minPlay
May 11, 20204: Platform differentiation and financial stabilityIn this wide ranging conversation with David Moffatt, Chair of TEX and Chief Client Office at SS&C, we cover the industry response to Covid-19, the resilience of financial advice businesses, the financial stability of platforms. Dave calls on platforms to differentiate based on features and functionality - not just price....more20minPlay
May 03, 20203: Taking the time to set up the back office rightIn this conversation with seasoned financial planning, Greg Moss, we talk about his plans to set up a new financial planning firm amid a pandemic, how he's trying to get the back office set up right. Greg offers a realistic perspective on data integrations and re-keying....more19minPlay
April 16, 20202: Financial planning in a pandemicIn this conversation with Alasdair Walker, MD of award winning financial planning firm Handford, Aitenhead and Walker, Alasdair shares his experience supporting clients and his team in lockdown, managing vulnerable clients and minimising cyber risk. ...more11minPlay
April 14, 20201: Cash management - why it matters amid low ratesConversation with Felicia Meyerowitz Singh, CEO of Akonihub, a cash management platform that uses data and analytics to help people maximise interest from cash. Fee tells us why we should be focussing on cash despite rock bottom rates and offers a perspective on what might change in our industry in the coming years. ...more22minPlay
FAQs about NextWealth Insights:How many episodes does NextWealth Insights have?The podcast currently has 16 episodes available.