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.