ABOUT THIS PODCAST 🔗
Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.
Update frequency:
every 20 days
Average audio length:
31 minutes
Guest interviews
English
United Kingdom
46 episodes
since June 12, 2023
episodic
LATEST EPISODE 🔗
Our final episode of the series: Episode 8: Shape of Future Flows, features a panel chaired by Richard Romer-Lee (Co-CEO, Titan Asset Management & CEO, Square Mile Investment Consulting & Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distr…
SEARCH PAST EPISODES
Search past episodes of NextWealth Insights.
PREVIOUS EPISODES 🔗
In this episode, Heather and Emma revisit Jonny’s presentation on using AI to increase capacity and reduce risk, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around leveraging AI to enhance capacity and manage risk.
Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More Human
Featuring Helen Lovett, Chief Operating Officer, Foster Denovo
In this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They ref…
Episode 5: Insights from WealthTech Case Studies – Engaging Workplace SaversPresented by Andy Manson, Chief Marketing Officer at Aegon
In this episode, Heather and Emma revisit Andy Manson’s presentation on engaging workplace savers, part of the WealthTech case studies series. They share their refl…
Episode 4: Insights from Debate: This house believes: The future of retirement advice is income drawdown: An Oxford-style debate on the future of retirement advice.
In this episode, Heather an Emma share their reflections on the debate. They discuss standout moments and expert insights.
Featured pa…
Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025
In this episode, Emma and Chanelle dive into the key takeaways and share their reflections on the "Next Advice" panel from NextWealth Live 2025, held in March. They discuss standout moments, expert insights, and what i…
In this episode, Ruth Hancock, CEO of Octopus Money, shares insights about their customers—their needs, wants, and what she’s learned on the journey. Heather and Emma reflect on the key takeaways and their thoughts on the conversation.
NextWealth Insights is back for Season 6!
In this new series, Heather and Emma look back at our annual flagship event — NextWealth Live 2025, held in March.
We kick things off with the CEO Big Debate: Adapt, Innovate, Thrive, featuring insights from top industry leaders:
Chirantan Barua, CEO, Sco…
In our Season 5 finale, we welcome Nick Eatock, CEO of intelliflo.
Nick shares insights on how intelliflo leverages AI and his approach to integrating it within the business. Tune in for an insightful conversation on innovation and the future of AI in financial technology!
Show notes:
https://nextw…
In Season 5, Episode 7, Heather and Alasdair are joined by Gary Abela, Co-Founder & CCO of Re:LoA. Gary introduces us to Re:LoA, sharing its purpose and impact, along with a companion video featuring an in-depth product demo.
Show notes:
https://www.nextwealth.co.uk/nextwealth-insights-epis…
Disclaimer: The podcast and artwork embedded on this page are from NextWealth, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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