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.
NextWealth Council for Fund Distribution
Quarterly: 7 September, 7 December
The NextWealth Council for Fund Distribution is a quarterly networking event for heads of sales 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.
The Investment Network: Culture
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.
NextWealth Head of Platform Proposition Roundtable
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.
NextWealth Adviser Business Council
A membership group that meets quarterly for a moderated conversation under the Chatham House rule on topics of interest to executives at large financial advice businesses. The meetings are hosted by Heather Hopkins and chaired by Peter Mann. Views from the meetings help to inform NextWealth research and insights and meetings are sometimes sponsored. The Council influences product development for platforms and technology businesses as well as product providers. Please get in touch for details on joining.
Welcoming Clients to Financial Planning Webinar with Origo
Date: 24 June 2021
Webinar discussing NextWealth’s latest Whitepaper: “Welcoming new clients to financial planning: the case for industry wide process improvements” looking at the client onboarding process from all angles.
Date: 22 March 2022
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 22 March 2022. 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.
Women in Platforms
Date: Live events resuming from September
NextWealth is the sponsor of Women in Platforms, a series of events bringing people passionate about diversity working in and with platforms together for informal networking. Sign up to our email list to get the details in your inbox.