NextWealth Insights
de NextWealth
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Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows
Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows
Sobre este podcast
Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.
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Os 20 episódios mais recentes de 46
- Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows · 53 min · Temporada 6 Episódio 8Our final episode of the series: Episode 8: Shape of Future Flows, features a panel chaired by Richard Romer-Lee (Co-CEO, Titan Asset Management & CEO, Square Mile Investment…
- Season 6, Episode 7: NextWealth Live 2025, Wealth tech case studies: Wealth tech case studies: Using AI to increase capacity & reduce risk · 14 min · Temporada 6 Episódio 7In this episode, Heather and Emma revisit Jonny’s presentation on using AI to increase capacity and reduce risk, part of the WealthTech case studies series. They share their…
- Season 6, Episode 6: NextWealth Live 2025, Wealth tech case studies: Technology to make humans more human · 14 min · Temporada 6 Episódio 6Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More Human Featuring Helen Lovett, Chief Operating Officer, Foster Denovo In this episode, Heather and…
- Season 6, Episode 5: NextWealth Live 2025, Wealth tech case studies: Engaging workplace savers · 15 min · Temporada 6 Episódio 5Episode 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…
- Season 6, Episode 4: NextWealth Live 2025, Debate · 41 min · Temporada 6 Episódio 4Episode 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…
- Season 6, Episode 3: NextWealth Live 2025, Next advice panel · 47 min · Temporada 6 Episódio 3Episode 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…
- Season 6, Episode 2: NextWealth Live 2025, Connecting with Customers · 31 min · Temporada 6 Episódio 2In 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…
- Season 6, Episode 1: NextWealth Live 2025, CEO Big Debate · 1 h 10 min · Temporada 6 Episódio 1NextWealth 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…
- Season 5, Episode 8: How intelliflo uses AI · 39 minIn 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…
- Season 5, Episode 7: Inside Re:LoA · 28 minIn 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…
- Season 5, Episode 6: Inside AdvisoryAI · 32 min · Temporada 5 Episódio 6In 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…
- Season 5, Episode 5: Notebook LM shares findings on Financial Advice Business Benchmarks Report · 34 min · Temporada 5 Episódio 5Episode 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…
- Season 5, Episode 4: AI and its current use in wealth management, future potential, and challenges in implementation. · 30 minIn 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…
- Season 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms. · 42 minIn 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…
- Season 5, Episode 2: Practical advice for employees of advice firms on how to implement AI to drive efficiency · 45 minIn 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…
- Season 5, Episode 1: Views from Peter and SS&C (expert in AI and machine learning with direct experience in wealth management and financial advice) · 45 minIn 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…
- Season 5: Trailer · 24 minIn 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.
- Season 4, Episode 11: NextWealth Live - Consolidation and its implications · 42 minEpisode 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…
- Season 4, Episode 10: NextWealth Live - Shape of future flows · 1 h 1 minIn 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…
- Season 4, Episode 9: NextWealth Live - Wealth tech case study: Claire Thompson & Stephanie Melian · 18 minIn 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…
