Past Events  

FTA Smarter Business Forum 2021

FTA Smarter Business Forum 2021

FTAdviser’s Smarter Business Forum returns for its second year, in a half-day virtual event.

The conventional way of running a financial advice firm has been turned on its head by the pandemic and shifts in ways of working, forcing advisers to become much more flexible and interact with clients through less traditional means. As we enter into a new era of digital disruption, industry experts will delve into what this means for advisory services over the next five years.

This year, the forum will be divided into three key themes:

Article continues after advert

- New age tech and digitalisation 

- Business resilience 

- Client acquisition and futureproofing 

Join us as we provide exclusive insight on business resilience, digital integration and implementation, and the latest back-office innovations, as well as tips to attract the next generation of clients.


Mark Duckworth, chief executive of Schroders Personal Wealth

Daniel Marsh, head of customer at Seccl

Heather Hopkins, managing director and founder of NextWealth

Ian McKenna, founder and director of the Financial Technology Research Centre

Louise Jeffreys, managing director of Gunner & Co

Dan Jones, editor-in-chief of FTAdviser


Tuesday, June 29 at 9.30am

To find out more and to register, click HERE.