Author: Samantha Smith

The Single Source of Truth – January Forum Recap

Posted by Samantha Smith | Feb 14, 2024 | AdviceTech Forum, Events |

The Single Source of Truth – January Forum Recap This month we discussed ‘The Single...

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Adviser Firm Tech Strategy 2024 and beyond – Decemeber Forum Recap

Posted by Samantha Smith | Jan 10, 2024 | AdviceTech Forum, Events |

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The Cashflow Planning Debate – discussing the evolution of cashflow planning and how that has become a core feature of advice for advisers and clients – November forum recap

Posted by Samantha Smith | Dec 6, 2023 | AdviceTech Forum, Events |

The Cashflow Planning Debate – discussing the evolution of cashflow planning and how that has...

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Hybrid Advice – October Forum Recap

Posted by Samantha Smith | Oct 31, 2023 | AdviceTech Forum, Events |

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Consumer Duty: Taking a look at how tech firms are helping advisers to capture data and report to the FCA – September Forum

Posted by Samantha Smith | Oct 18, 2023 | AdviceTech Forum, Events |

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