Season 6, Episode 3: NextWealth Live 2025, Next advice panel

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NextWealth Insights

NextWealth

46 episodes

1 week ago

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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Management

Business

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Season 6, Episode 3: NextWealth Live 2025, Next advice panel

NextWealth Insights

46 minutes 54 seconds

4 months ago

Season 6, Episode 3: NextWealth Live 2025, Next advice panel

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