Author: Samantha Smith

EATT 2026 Defaqto Unifying the adviser experience

Posted by Samantha Smith | Feb 24, 2026 | EATT2026 |

EATT 2026 Headline Sponsor Address – Defaqto “Unifying the adviser experience”...

Posted by Samantha Smith | Feb 17, 2026 | EATT2026 |

EATT 2026 Plenary Session #4 – Preparing for competition from new technology-driven advice...

Posted by Samantha Smith | Feb 17, 2026 | EATT2026 |

EATT 2026 Plenary Session #3 – Where are we really with AI? BACK TO CONFERENCE SESSIONS What...

Consumer Duty Reporting – July Forum Recap During our July Forum we discussed ‘Consumer Duty...

Tools for client boarding – What should be prioritised? What are advisers’ best experiences?...

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