Our monthly online AdviceTech Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes.
We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions.
Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.
2023 AdviceTech Forum Programme
Topic
Hybrid Advice
Taking a look at how this market is evolving and, how it might shape advice and servicing propositions in the future.
Themes To Be Covered
- What does FTRC’s market research tell us about the evolution of Hybrid Advice tech solutions?
- Are the current suite of Hybrid Advice solutions able to meet the needs and challenges of adviser firms?
- How could advice firms use Hybrid Advice solutions to automate/streamline their client servicing activity?
Date
Oct 18th
Topic
Cashflow Planning
Discussing the evolution of cashflow planning and how that has become a core feature of advice for advisers and clients
Themes To Be Covered
- What does FTRC’s market research tell us about the latest developments in cashflow planning solutions?
- Is cashflow planning adopted in the same way across advice firms or, are there variations in approach?
- Understanding what developments advisers believe cashflow planning vendors should have an eye on for the future.
Date
Nov 22nd
(Topic for this date may change)
PREVIOUS SESSIONS
Key Learnings and Audio Bites
Click Here to view forum snippets
2023 Forums
Client-Facing Tech – Jun
Integrations – March
Managing Data – Jan
Data culture – Jul
Consumer Duty 2 – May
Consumer Duty – Feb
Click Here to view archived forums
AdviceTech Forum Participant Feedback
RESERVE YOUR SPACE AT OUR NEXT FORUM
Not currently registered? We offer free access to Adviser Firms here