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NextWealth Insights: Risk, guaranteed products and the future for platform propositions
In this conversation with Jo Kite, a hugely experienced marketing leader, we cover risk and the role, capacity for loss and the role of guaranteed products. I love Jo's phrase "a new respect for risk." Her thoughts on the future of platform propositions and the...
NextWealth Insights: Nick Eatock on tech Integration and tech adoption as a driver of productivity
Nick Eatock, founder and CEO of Intelliflo, talks about the impact of technology adoption on adviser revenue and productivity. We spend some time on tech integrations and security and end with thoughts on how technology might increase access to advice. You can listen...
NextWealth Insights: Geoff Towers, Hyperinflation, security and permissioning teams and leaders
In this conversation Geoff Towers, CEO of Pershing Limited, shares his concern that while the industry is adapted to keep the wheels turning in the face of the Coronavirus pandemic, we may later see cracks emerge that reveal that while things were working, they may...
NextWealth Insights: Platform differentiation and financial stability
In this wide ranging conversation with David Moffatt, Chair of TEX and Chief Client Office at SS&C, we cover the industry response to Covid-19, the resilience of financial advice businesses, the financial stability of platforms. Dave calls on platforms to...
NextWealth Insights: Taking the time to set up the back office right
Heather Hopkins meets Gregg Moss, Director at Eleven.2 FP. In this conversation with seasoned financial planning, Greg Moss, we talk about his plans to set up a new financial planning firm amid a pandemic, how he's trying to get the back office set up right. Greg...
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