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NextWealth Insights: Ray Tubman and Simon Clare on microservices, AI and the future of wealth tech
Two of the technologies that will impact most on wealth management are microservices and AI. In this podcast, Heather Hopkins speaks with Ray Tubman, MD of FinoComp, and Simon Clare, Head of Technology and Innovation at Bravura, about the importance of these...
Financial advice market looking ahead
There is a constant drumbeat of speculation about what will happen in financial advice businesses. Just last week I was contacted by three journalists to comment on news about the implications for the future of advice off the back of Schroders Personal Wealth hiring...
Soft skills: the power skill of financial planning
In this article, Julie Best argues that soft skills are the new power skills. Research by NextWealth for FundsNetwork found that 97% of advisers say that soft skills are essential or important to financial planning and they have grown in importance in the current...
NextWealth Insights: Anthony Rafferty on transfers, standards and integrations
Heather Hopkins speaks with Anthony Rafferty, Managing Director of Origo, about transfers, integrations and data standards. We talk about transfers and a solution tracking transfers in progress. On integrations, Anthony believes data standards are needed and sees...
NextWealth Insights: Sam Handfield-Jones on the future of tech in wealth management
Heather Hopkins in conversation with Sam Handfield-Jones, Co Head of Seccl. Heather and Sam talk about the future of technology in wealth management drawing on examples from fitness tracking devices and health tech.
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