Making sense of the AI landscape: the NextWealth AI Directory is live

Advisers keep telling us the same thing about AI: it’s exciting, but overwhelming. New tools appear daily. Every vendor promises time saved and better client outcomes. But how does it actually fit your stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours? That’s why we have launched the NextWealth AI Directory. A practical, plain-English guide to the AI providers operating in the advice market. 

What I’ve learnt from a year of hosting AI Lab

Why we started the AI Lab and why it matters

From advice to innovation: my journey to NextWealth

AI in wealth management productivity gains

Mary Berry has nothing to fear from AI…yet

Have you ever tried to make a cake using AI? I’m guessing not. I try to invite AI to the table wherever possible. This idea was reinforced for me by Ethan Mollick’s excellent CoIntelligence book. Take it from me, the throat scratcher that came out of the oven would not win me a handshake from Paul Hollywood on the Great British Bake-off.