<description>&lt;p&gt;Our final episode of the series: &lt;strong&gt;Episode 8: Shape of Future Flows, &lt;/strong&gt;features a panel chaired by Richard Romer-Lee (Co-CEO, Titan Asset Management &amp;amp; CEO, Square Mile Investment Consulting &amp;amp; Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distribution, Invesco), Miranda Seath (Director, Market Insight &amp;amp; Fund Sectors, The Investment Association), and Nick Stebbing (COO, Fairstone).&lt;/p&gt;&lt;p&gt;In this episode, Heather and Emma revisit the &lt;em&gt;Shape of Future Flows&lt;/em&gt; session, sharing their reflections and takeaways from this thought-provoking discussion.&lt;/p&gt;
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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 &amp; CEO, Square Mile Investment Consulting &amp; Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distribution, Invesco), Miranda Seath (Director, Market Insight &amp; Fund Sectors, The Investment Association), and Nick Stebbing (COO, Fairstone).In this episode, Heather and Emma revisit the Shape of Future Flows session, sharing their reflections and takeaways from this thought-provoking discussion.

Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows

<description>&lt;p&gt;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.&lt;/p&gt;
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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.

Season 6, Episode 7: NextWealth Live 2025, Wealth tech case studies: Wealth tech case studies: Using AI to increase capacity & reduce risk

<description>&lt;p&gt;&lt;strong&gt;Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More Human&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;Featuring Helen Lovett, Chief Operating Officer, Foster Denovo&lt;/p&gt;&lt;p&gt;In this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of tech in creating more meaningful experiences in wealth management and beyond.&lt;/p&gt;
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Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More Human Featuring Helen Lovett, Chief Operating Officer, Foster DenovoIn this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of tech in creating more meaningful experiences in wealth management and beyond.

Season 6, Episode 6: NextWealth Live 2025, Wealth tech case studies: Technology to make humans more human

<description>&lt;p&gt;&lt;strong&gt;Episode 5: Insights from WealthTech Case Studies – Engaging Workplace Savers&lt;/strong&gt;&lt;br /&gt;Presented by Andy Manson, Chief Marketing Officer at Aegon&lt;/p&gt;&lt;p&gt;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 reflections on his insights and explore the broader conversation around how to better connect with and support workplace savers.&lt;/p&gt;&lt;p&gt;&lt;br /&gt;&lt;/p&gt;
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Episode 5: Insights from WealthTech Case Studies – Engaging Workplace Savers Presented by Andy Manson, Chief Marketing Officer at AegonIn this episode, Heather and Emma revisit Andy Manson’s presentation on engaging workplace savers, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around how to better connect with and support workplace savers.

Season 6, Episode 5: NextWealth Live 2025, Wealth tech case studies: Engaging workplace savers

<description>&lt;p&gt;&lt;strong&gt;Episode 4: Insights from Debate: &lt;/strong&gt;&lt;em&gt;&lt;strong&gt;This house believes: The future of retirement advice is income drawdown: An Oxford-style debate on the future of retirement advice.&lt;/strong&gt;&lt;/em&gt;&lt;/p&gt;&lt;p&gt;In this episode, Heather an Emma share their reflections on the debate. They discuss standout moments and expert insights.&lt;/p&gt;&lt;p&gt;Featured panelists:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;p&gt;Anthony Carty, MD, Clifton Asset Management Plc &lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Groups&lt;/p&gt;&lt;/li&gt;&lt;/ul&gt;
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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 panelists:<ul><li>Anthony Carty, MD, Clifton Asset Management Plc </li><li>Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Groups</li></ul>

 Season 6, Episode 4: NextWealth Live 2025, Debate

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead &amp; 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.

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