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When it comes to advice, a stitch in time saves nine

by NextWealth | Oct 15, 2020 | Adviser Tech, Financial Advice, NextWealth Insights

Lack of time to learn and implement new tech is the biggest barrier to its adoption followed closely by the lack of integrations. But investing the time to make the tech work can save time in the end. As the old saying goes, a stitch in time saves nine. We recently...
Leadership, platform nirvana and forecasting in a pandemic

Leadership, platform nirvana and forecasting in a pandemic

by NextWealth | Aug 4, 2020 | Adviser Tech, Financial Advice, NextWealth Insights, NextWealth News

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: Highlights from Season One

NextWealth Insights: Highlights from Season One

by NextWealth | Jul 28, 2020 | NextWealth Insights

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...
NextWealth Insights: Martin Jennings on hybrid advice, the challenge of forecasting in a pandemic and the future of the product

NextWealth Insights: Martin Jennings on hybrid advice, the challenge of forecasting in a pandemic and the future of the product

by NextWealth | Jul 21, 2020 | NextWealth Insights

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

NextWealth Insights: Tim Sargisson platforms, legacy products and consistency as key to being recognised as a profession

by NextWealth | Jul 15, 2020 | NextWealth Insights

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...
NextWealth Insights: Ray Tubman and Simon Clare on microservices, AI and the future of wealth tech

NextWealth Insights: Ray Tubman and Simon Clare on microservices, AI and the future of wealth tech

by NextWealth | Jul 7, 2020 | NextWealth Insights

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...
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