Our 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 Consulting & Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distribution, Invesco), Miranda Seath (Director, Market Insight & Fund Sectors, The Investment Association), and Nick Stebbing (COO, Fairstone).
In this episode, Heather and Emma revisit the Shape of Future Flows session, sharing their reflections and takeaways from this thought-provoking discussion.
In 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 reflections on his insights and explore the broader conversation around leveraging AI to enhance capacity and manage risk.
Episode 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 Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of tech in creating more meaningful experiences in wealth management and beyond.
Episode 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 Andy Manson’s presentation on engaging workplace savers, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around how to better connect with and support workplace savers.
Episode 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 episode, Heather an Emma share their reflections on the debate. They discuss standout moments and expert insights.
Featured panelists:
Anthony Carty, MD, Clifton Asset Management Plc
Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Groups
Episode 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 Advice" panel from NextWealth Live 2025, held in March. They discuss standout moments, expert insights, and what it all means for the future of financial advice.
Featured panelists:
Mark Butterworth, COO, Lathe & Co Wealth Advisers
Andrew Wealthall, COO, Lifetime Financial Management
Lucy Whitehead, CCO, Kingswood Group
In 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 the key takeaways and their thoughts on the conversation.
NextWealth 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 with the CEO Big Debate: Adapt, Innovate, Thrive, featuring insights from top industry leaders:
Chirantan Barua, CEO, Scottish Widows
Jon Cleborne, CEO EMEA, Vanguard
Michele-Louise Golunska, MD of Wealth and Advice, Aviva
Nick Wright, Global Head, SS&C Global Investor & Distribution Solutions
In 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. Tune in for an insightful conversation on innovation and the future of AI in financial technology!
Show notes:
https://nextwealth.co.uk/events/ai-lab/
In 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 companion video featuring an in-depth product demo.
Show notes:
https://www.nextwealth.co.uk/nextwealth-insights-episode-7-season-5-insidereloa/
https://www.amazon.co.uk/AI-Superpowers-China-Silicon-Valley/dp/132854639X
In 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 transforming the financial services industry. He also dives into practical applications of AI and provides a 10-minute product demo to showcase its capabilities.
(Watch the demo via the link in the show notes!)
Show notes:
https://www.nextwealth.co.uk/nextwealth-insig…-season-5-ai-lab/
Episode 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 released Financial Advice Business Benchmarks Report. Based on a survey of over 300 financial advice professionals conducted this summer, the report offers valuable insights for the advice community. Tune in to hear what the robots have to say about the findings!
In 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, emphasising the shift from specialist, declarative AI to generative AI. He highlights the importance of AI in healthcare and its application across various industries, while also addresses the environmental impact of AI carbon footprint.
Links from this episode:
https://www.green-algorithms.org/
In 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 financial advice and wealth management firms, and get an insider’s perspective on the future of AI in the industry.
In 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 today, explore its future potential, and discuss the hurdles of implementation.
Links from this episode:
https://podcasts.apple.com/us/podcast/the-ai-assisted-organisation-with-implement-ai/id1694738741
https://www.nextwealth.co.uk/events/ai-lab/
In 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 SS&C to explore the cutting-edge intersection of AI, machine learning, and wealth management. Peter, an expert with direct experience in financial advice and technology, shares SS&C's unique insights into how these innovations are transforming the financial services industry.
Links from this episode:
https://www.the-coming-wave.com
https://www.youtube.com/watch?v=MX6aQcrt6r4&t=3s
In 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.
Episode 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. Caroline Hawkesley, UK Managing Director at Progeny, Dean Proctor, CEO at 7IM, and Jonathan Polin, CEO at Atomos, answer questions from the audience and talk about their business strategies.
Stay tuned for Heather and Emma's thoughts on this discussion afterwards.
In 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 market. Richard Romer-Lee chairs this session, with panelists David Moffat, Emma Wall, James Rainbow, and Michaela Collet Jackson.
Stay tuned for Heather and Emma's thoughts on this discussion afterwards.
In 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 presentation, Heather and Emma share their insights and analysis of the case study.
