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 c

Martin Jennings: hybrid advice models, the challenge of forecasting in a pandemic and the future of the product

Jul 21st, 2020 30m 30s

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 near

Tim Sargisson: Platforms, legacy products and consistency as the key to an advice profession

Jul 15th, 2020 28m 57s

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/

Ray Tubman and Simon Clare: Microservices, AI and the future of wealth tech

Jul 7th, 2020 36m 39s

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

Anthony Rafferty from Origo on transfers, standards and integrations

Jun 30th, 2020 37m 28s

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/

Sam Handfield-Jones on the future of tech in wealth management

Jun 23rd, 2020 31m 16s

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

Jackie Boylan - Platforms as a driver of efficiency and tech integration

Jun 16th, 2020 19m 52s

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

Antony Mayfield on marketing and why all brands need to understand their customers

Jun 2nd, 2020 27m 53s

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

ESG Investing: what it means and how that translates in practice

May 28th, 2020 27m 15s

To register for our weekly virtual women in platforms event email [email protected]. Anyone passionate about diversity and inclusion is welcome.

Risk, guaranteed products and the future for platform propositions

May 20th, 2020 22m 10s

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 pro

Nick Eatock on tech Integration and tech adoption as a driver of productivity

May 18th, 2020 27m 12s

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

Geoff Towers: Hyperinflation, security and permissioning teams and leaders

May 13th, 2020 33m 18s

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

Platform differentiation and financial stability

May 11th, 2020 19m 53s

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 p

Taking the time to set up the back office right

May 3rd, 2020 18m 58s

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

Financial planning in a pandemic

Apr 16th, 2020 10m 24s

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

Cash management - why it matters amid low rates

Apr 14th, 2020 21m 58s

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 offer

Rate