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Hosted by NextWealth · 🇺🇸 US · EN · 46 episodes
Established thought leaders with verified media credentials.
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.
NextWealth hosts NextWealth Insights, a business show with 46 episodes published.
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 fro
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 br
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
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 wor
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 reflection
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 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 th
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, Th
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 inn
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
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. H
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 Benchmark
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, dec
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 firm
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 d
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 intersec
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 P
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
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 insigh
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NextWealth Insights is hosted by NextWealth. The show is categorised under business (management) and has published 46 episodes.
NextWealth Insights has published 46 episodes.
NextWealth Insights regularly covers business, management. It sits in the business category, with a management focus.
NextWealth Insights is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
NextWealth Insights hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of NextWealth Insights average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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