Latest News - Heather Hopkins
Hopkins: Catch up with tech or risk becoming a relic
Companies that do not innovate and adapt are being wiped off the map, and financial services is no exception. Advisers must use all available tools to their full potentialBy Heather Hopkins - 11 April 2019, 13:45
Five lessons for advisers from the FCA's platform study
NextWealth managing director Heather Hopkins picks out five lessons for advisers from the FCA's platform market study
Four reasons why advisers only need to use one platform
Although a single platform may not be the ideal solution for every client, new Mifid II ex-post reporting makes using multiple platforms inefficient
Four tips to deliver a better service to clients
The best advice firms are using technology and partnering with other firms to reduce costs for the end consumer.
Heather Hopkins: AI will soon be doing compliance for advisers
The time it takes to advise a client is one of the main causes of the advice gap, but technology could help.
The secrets of good platform customer service
Good service is hard to define, but you know it when you see it says Heather Hopkins.
Plan platform choices around your clients, not your firm
What do Amazon, Netflix and Google have in common? If you answered ‘they’re worth billions’ you’re not wrong, but you’re only partially right.
Why do asset managers still call advisers 'brokers'?
IFA, financial adviser, financial planner, financial coach. There are a lot of labels used by the financial advice profession, but ‘distributor’ and ‘broker’ are not among them.
'The scariest thing we do': Four planks of retirement investing
To help advisers with the tricky task of retirement planning, firms are laying down general guidelines for a standardised approach to advice
Comment: Three reasons replatforming is worth the pain
Better service, better functionality and opportunities in tech development are three main benefits of upgrading platforms.