NextWealth Insights

Heather Hopkins in conversation with Peter Mann sharing highlights from Season One of NextWealth Insights. Heather and Peter talk leadership and how leadership has changed in the pandemic. We note that while people are physically distant from colleagues, may feel closer than ever to the company they work for and its leaders. We talk about AI and microservices as two of the most important disruptors in wealth tech and a potential future for platforms as the single source of truth. We close...

Heather Hopkins in conversation with Martin Jennings, CEO of Parmenion and Global Head of Digital at Aberdeen Asset Management on hybrid advice models, the challenge of forecasting in a pandemic and the future of the product. Martin brings nearly 20 years experience in the platform market and offers a unique perspective as a platform owner and DFM. Martin shares thought son the challenge of forecasting business volumes and the cost base amid a global pandemic. We pick up on an old...

Here's a link to the Fidelity research that quantifies time advisers spend with clients: https://www.nextwealth.co.uk/practitioner-insights-on-managing-an-advice-business/

This link will take you to the Amazon page about the book Simon mentioned: The Emperor's New Mind

The report on document submission and signature requirements for platforms that Heather and Anthony refer to can be downloaded free here: https://www.nextwealth.co.uk/platform-e-signature-and-document-submission-requirements/

Heather Hopkins in conversation with Sam Handfield-Jones, Co Head of Seccl. Heather and Sam talk about the future of technology in wealth management drawing on examples from fitness tracking devices and health tech. On integrations, Sam thinks our sector is just not set up to integrate. Significant cultural change will be required to achieve better integrations and Sam says it's hard to see how the industry will innovate without new entrants. Be sure to listen to the end when Sam shares his...

Thé research Jackie and I mention on our conversation can we found here: http://fundsnetwork.co.uk/ifadna

Sign up for the Brilliant Noise webinar mentioned the podcast here: https://onlythebrave.brilliantnoise.com The free webinar series teaches a pioneering experiment-led method that will help you contest the stifling bureaucracy that kills brands.

To register for our weekly virtual women in platforms event email enquiries@nextwealth.co.uk. Anyone passionate about diversity and inclusion is welcome.

In this conversation with Jo Kite, a hugely experienced marketing leader, we cover risk and the role, capacity for loss and the role of guaranteed products. I love Jo's phrase "a new respect for risk." Her thoughts on the future of platform propositions and the opportunity to bring equity release, annuities and other guaranteed products into the mix are fascinating. You can download a copy of the report we mentioned on the Ascentric website...

Nick 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.

In this conversation Geoff Towers, CEO of Pershing, shares his concern that while the industry has adapted to keep the wheels turning in the face of the Coronavirus pandemic, we may later see cracks emerge. We talk about watching out for people around us and the importance of informal permissioning. Be sure to listen to the end when Geoff shares his views on the potential for a period of rising prices, and perhaps hyperinflation. We come full circle at the end as Geoff permissions business...

In 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.

In 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.

In 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.

Conversation 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.