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S6E8 Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows
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 &…
S6E7 Season 6, Episode 7: NextWealth Live 2025, Wealth tech case studies: Wealth tech case studies: Using AI to increase capacity & reduce risk
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…
S6E6 Season 6, Episode 6: NextWealth Live 2025, Wealth tech case studies: Technology to make humans more human
Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More HumanFeaturing Helen Lovett, Chief Operating Officer, Foster DenovoIn this episode, Heather and Emma revisit a…
S6E5 Season 6, Episode 5: NextWealth Live 2025, Wealth tech case studies: Engaging workplace savers
Episode 5: Insights from WealthTech Case Studies – Engaging Workplace SaversPresented by Andy Manson, Chief Marketing Officer at AegonIn this episode, Heather and Emma revisit Andy Manson’s…
S6E4 Season 6, Episode 4: NextWealth Live 2025, Debate
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…
S6E3 Season 6, Episode 3: NextWealth Live 2025, Next advice panel
Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025In this episode, Emma and Chanelle dive into the key takeaways and share their reflections on the "Next Advice" panel from…
S6E2 Season 6, Episode 2: NextWealth Live 2025, Connecting with Customers
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…
S6E1 Season 6, Episode 1: NextWealth Live 2025, CEO Big Debate
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:…
Season 5, Episode 8: How intelliflo uses AI
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…
Season 5, Episode 7: Inside Re:LoA
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…
S5E6 Season 5, Episode 6: Inside AdvisoryAI
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…
S5E5 Season 5, Episode 5: Notebook LM shares findings on Financial Advice Business Benchmarks Report
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…
Season 5, Episode 4: AI and its current use in wealth management, future potential, and challenges in implementation.
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…
Season 5, Episode 3: Insights into how Salesforce is shaping the future of tech for financial advice and wealth management firms.
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…
Season 5, Episode 2: Practical advice for employees of advice firms on how to implement AI to drive efficiency
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…
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)
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…
Season 5: Trailer
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.
Season 4, Episode 11: NextWealth Live - Consolidation and its implications
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…
Season 4, Episode 10: NextWealth Live - Shape of future flows
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…
Season 4, Episode 9: NextWealth Live - Wealth tech case study: Claire Thompson & Stephanie Melian
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…
Frequently Asked Questions
NextWealth Insights has published 46 episodes since June 2023, covering topics in Business, Management.
NextWealth Insights is currently dormant with new episodes every 2 weeks. Average episode length is 31m.
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