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...
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...
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...
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...FOLLOW US
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