The November 2026 AdviceTech Forum looked at the key issues advisers should be considering as they plan for 2027, from who controls client data and how quickly to adopt AI, to cyber security and how clients now search for an adviser. The session featured:

  • Jeff Lange, Group CEO at TFAS Enterprises

The session took a more conversational form than usual, with Jeff Lange in discussion with the Forum chair, Ian McKenna, and the audience contributing through the chat and three live polls, on whether AI had enabled firms to replace existing software, on cyber insurance, and on search engine versus answer engine optimisation.

Session highlights

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