Login to leave a review
NextWealth Insight: Adviser Tech Webinar
NextWealth shares insight surrounding the topic of adviser technology from a recent study in March 2020. We will cover top rated tech used by advisers, what is working and what's not with adviser tech and emerging and possible future trends.
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 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 23 March 2021. 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.
Platform Proposition Adviser Dinner
Quarterly regional dinners with financial planners to provide feedback and input to the development of a new investment platform proposition. Interested in having a say in the development of a future platform?
Schroders UK Platform Awards
The Schroder’s UK Platform Awards is an annual gala dinner recognising excellence in UK platforms and technology.
NextWealth Breakfast Club
The NextWealth Fund Distribution Breakfast Club is a quarterly networking event for heads of distribution 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.