Events

Upcoming events


Next Wealth hosts networking events and roundtables. Heather Hopkins is also a regular speaker at industry events. Below is a list of some of our upcoming events and speaking engagements.

Event: Advice Tech Live

Date: 19 January 12-2pm
Location: Virtual

This event will help financial planners and those working in financial advice businesses to prepare for a post-Covid world. The event will feature employees of financial advice businesses sharing tech tips, tricks, hacks and ideas about the future to help firms prepare. The event is free to attend for members of the NextWealth Research Panel.

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Webinar: Financial Advice Business Benchmarks 2020

Date: 13 October at 1pm
Location: Virtual

Heather Hopkins MD of NextWealth will be taking a deeper dive into the key findings from the latest Financial Advice Business Benchmarks study. Covid-19 is an obvious feature and there is much to share about its impact and what this means for the future. Other subjects included in the research cover adviser tech stack, progress in diversity and changes to investment requirements. To secure your place, please register your details.

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NextWealth Breakfast Club

Date: September 2020
Location: Virtual

The NextWealth Fund Distribution Breakfast Club is a quarterly networking event for heads of distribution and heads of retail at leading asset management firms to discuss business challenges and solutions under the Chatham House Rule. Please get in touch for more details.

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NextWealth Head of Platform Proposition Roundtable

Date: TBC
Location: Virtual

NextWealth hosts quarterly roundtable conversations with heads of platform proposition. The agenda for the conversation is set by attendees who discuss common challenges and solutions under the Chatham House Rule. Topics typically include changes in financial adviser businesses and priorities and regulatory change but vary with each meeting. Please get in touch for more details.

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NextWealth Live

Date: 23 March 2021
Location: The Royal Institution

NextWealth Live is our annual conference that brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth. The theme for the 2021 conference is ‘reimagining retail investing’. We will challenge business models, customer perception, financial planning versus financial advice, the role of tech in reshaping our industry and the future of the product.

The NextWealth Live conference will again take place at The Royal Institution on the 23 March 2021. The Royal Institution is famously where Michael Faraday discovered electro-magnetism. Like Faraday, we believe we need to push the boundaries of discovery.

NextWealth Live offers fresh thinking and new ideas to take back and implement and will help us all to adapt, innovate and thrive.

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Webinar: ESG Tracking Study 2020

Date: 5 November at 1pm
Location: Virtual

Heather Hopkins MD of NextWealth will be taking you through the latest report from the NextWealth team, covering the key points from this very important research. To secure your place, please register your details.

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The Investment Network: Culture

Date: September 2020
Location: Virtual

The Investment Network is a quarterly conference and pre-conference dinner bringing together senior leaders from platforms, financial advice firms, asset managers and technology companies to debate and discuss real issues faced across the retail investing community. As vice-chairperson for The Investment Network, Heather is a regular speaker and attendee. Due to the current environment these events have been moved to a virtual meeting. For more details, visit The Investment Network website.

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Women in Platforms

Date: Wednesdays at 6pm, from September 2020
Location: Virtual

NextWealth regularly brings women working in platforms and working with platforms together for informal networking. Please get in touch for more details.

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Schroders UK Platform Awards

Date: TBC
Location: Nutfield Priory Hotel, Redhill

Annual gala dinner recognising excellence in UK platforms and technology.

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