We are pleased to share with you a report highlighting the major themes, speakers’ views and areas of debate from our inaugural NextWealth Live conference that took place in March. The report aims to crystallise the issues for the industry and serve as a summary you can share with your colleagues and teams.

We hope the report and videos will inform your thinking and your business, as you tackle the regulatory, demographic and technological challenges that transform our industry.

And we have some splendid news: NextWealth Live is returning next year to the Royal Institution.  Please join us on 24 March 2020.  You can book your ticket now by emailing us. If you book by 30 August, you will secure the 2019 early-bird rate of £395 + VAT.  We offer 25% off for groups of 3 or more.  To discuss sponsorship opportunities, please get in touch.

And if you’re not already a subscriber, make sure you sign up for our popular monthly newsletter.

Coming up soon from NextWealth:

  • “Advisers as Manufacturers: The continued rise of segregated mandates in retail”
  • “MPS Proposition Update – assets, growth and future focus”
  • Women in Platforms networking drinks hosted by SEI

Thank you again for being a part of the community at the first annual NextWealth Live event. 

About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.