Blog
Leadership, platform nirvana and forecasting in a pandemic
In this month’s newsletter, we offer a summer 'listening list' with highlights from the NextWealth Insights podcast. The themes range from leadership and technology, to platform nirvana and the challenge of forecasting amid a pandemic. We launched NextWealth Insights...
NextWealth Insights: Highlights from Season One
Heather Hopkins in conversation with Peter Mann sharing highlights from Season One of NextWealth Insights. Heather and Peter talk leadership and how leadership has changed in the pandemic. We note that while people are physically distant from colleagues, may feel...
Financial Advice Market Trends UK
The FCA has published a data bulletin with trends and data on the financial adviser market, based on RMAR filings. The following is a summary of some key takeaways. Headline findings: More advisers, fewer firms. The good news is that adviser numbers are creeping...
NextWealth Insights: Martin Jennings on hybrid advice, the challenge of forecasting in a pandemic and the future of the product
Heather Hopkins in conversation with Martin Jennings, CEO of Parmenion and Global Head of Digital at Aberdeen Asset Management on hybrid advice models, the challenge of forecasting in a pandemic and the future of the product. Martin brings nearly 20 years experience...
NextWealth Insights: Tim Sargisson platforms, legacy products and consistency as key to being recognised as a profession
Heather Hopkins in conversation with Tim Sargisson, CEO of Sandringham Financial Partners Limited on platforms, legacy products and advice as a profession. Tim praises platforms for revolutionising the industry but says they need to do more to upgrade legacy products...
FOLLOW US
Follow us on social media to keep
up-to-date with our latest research,
reports and views.
