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Heather Hopkins
Managing Director & Founder
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.
Outside of work, she spends time with her family and tries not to dunk into the river Thames as she learns to scull.
All posts by Heather Hopkins
MPS growing but costs falling, finds new NextWealth report
MPS is growing faster than the platform market and costs for clients are falling. These are two key findings of NextWealth’s latest MPS Proposition Comparison Report, designed to provide insights and trends into how the advice profession is managing client investments.
UK Back-Office Systems and the Future of Financial Advice
According to our most recent research, "Delivering Operational Leverage." The expected shift is expected to change the ratio of planners/advisers to clients from 1:94 to 1:250, as well as the ratio of fee earners to non-fee earners from 1:1 to 4:1. Improved efficiency through streamlined advising processes, improved proposals, and a movement in large financial advice businesses' culture towards revenue development are the main reasons behind this change.
Advice firms spending on back office but some tech providers will lose out, finds new NextWealth report
NextWealth’s latest report (Advice Tech Foundations: Stability and satisfaction in adviser tech) finds that a fifth of financial advice firms plan to make a change to their tech stack in the next 12 months.