Past Events  

Simplifying financial planning for the 2020s

Simplifying financial planning for the 2020s

The pandemic has accelerated the use of technology across the financial services sector, and the advice profession is no exception.

But what are the next shifts which advisers can expect in their business over the next few years?

Can different systems finally integrate with one another, and can a greater use of technology really mean better financial advice?

This webinar addresses these questions and many more.

SPEAKERS

Ben Goss, chief executive of Dynamic Planner

David Owen, wealth director of Lifetime Connect

Shelley McCarthy, managing director and chartered financial planner at Informed Choice

Damian Fantato, digital editor of FTAdviser

To watch on demand, click HERE