NextWealth

“Reckless conservatism” is a great observation to come out of #nextwealthlive debate on the problem of retirement income. Clients may underestimate the duration of their retirement and might need to adjust to more risk in their assets if they’re able to.

“Cost, consolidation and Consumer Duty are the three C’s impacting fund flows”, Schroders’ James Rainbow tells #NextWealthLive

What are the big shifts in fund flows? #NextWealthLive welcomes back Richard Romer-Lee to chair this ever-popular panel session and discuss whether last year’s predictions held true and what happens next.

“You may not be interested in change, but change is interested in you.” #NextWealthLive

The future is here! Can we update client factfind data in realtime? Everything in a client’s financial life - assets on platform and off, with a tax engine - intelligently connected in one place. Amyr Rocha Lima tells #NextWealthLive yes and it’s possible today.

Sandy Kaul shares a 3rd phase of investment solutions that will see adviser as concierge - putting together a portfolio as well as uncovering the personalised benefits and rewards that would enrich a client’s life. Do they have a favourite vineyard they’d love to own a piece of?

Strong cases and some clever tactics and Charles Stanley’s Sean Osborne swings the house to vote 59% against the motion - assets won’t persistently transition from bespoke discretionary. But if anyone’s going to wear the dinosaur tail, Justine Randall makes it a stylish accessory

It’s time for the debate! Before the opposing parties state their case, 71% of the audience vote in favour

TikTok holds a million data tags on its users. How many advice firms are able to access the important data points about their clients, especially when the business grows beyond deep knowledge of advisers’ individual clients. #NextWealthLive

What’s next for advice? We welcome our fabulous panel to the stage to share their views at #NextWealthLive

“Advice to a member of the public is very different from what we discuss as advice in this room.” Clients are looking for the industry to translate the complex into simple for them. The challenge is that simplicity is extraordinarily difficult to achieve. #NextWealthLive

Some of our other favourite Paddy questions at #NextWealthLive: Where is the Duo Lingo of this industry to help clients understand the language? What is a compound audience - how do you get customers to get more customers?

“You can do it!” B&Q’s Paddy Earnshaw challenges the delegates at #NextWealthLive to be brave and do more to connect with potential clients. “You’re all looking at the 11% of the population who access advice; what about the 89% who don’t?”

A warm welcome to all our delegates at this, our 4th annual NextWealth Live conference. This year’s theme is Change Agents and we welcome four CEO panellists who definitely fit that description to kick off our first session.

Are you at the @cisi conference tomorrow? Post a selfie with our flyer and #NextWealthFABB2023 to send £5 to The Tressell Trust, supporting local food banks.

@zoe_ipipeline Great to see you Zoe. Thanks for coming!

On the way into London to @Next_wealth Live! ☕️🚂 if you’re going please come and say Hi👋🏻 it’s always a little daunting going to events on your own☺️

We are delighted to attend @Next_wealth Live 2023 today, with our alumni, giving them the opportunity to learn about the future of wealth, network with leaders and experts in the field, all of which will help them to navigate their future careers in Finance.  #NextWealthLive

“To communicate really well it’s not about wordiness, it’s about simplicity.” We couldn’t be more excited to welcome our keynote speaker to the stage, William Storr, best-selling author of The Science of Storytelling #NextWealthLive

Personalisation is coming. “In 25 years the investment industry as we know it won’t exist; people will personalise their own portfolios on platform based on direct indexing.” #NextWealthLive #shapeofflows #futureofwealth

“The world is more about solutions”, advisers are seeking bespoke individual solutions for clients, current flows are into predetermined solutions. And our panel also agree that bonds are back in business. Discussing the Shape of Flows at #NextWealthLive