Author: Jessie Leworthy

Consumer Duty Reporting – July Forum Recap

Posted by Jessie Leworthy | Jul 30, 2025 | AdviceTech Forum, Events |

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? – June Forum Recap

Posted by Jessie Leworthy | Jul 7, 2025 | AdviceTech Forum, Events |

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

Why the smart money in Fintech is now going into WealthTech…

Posted by Jessie Leworthy | Jun 3, 2025 | Events, Research & Whitepapers |

In this compelling session, Ian McKenna explores the rapidly evolving landscape of financial advice, examining how fintech is reshaping the industry and tackling the advice gap.

Connectivity between techstacks including, cashflow modelling and portals – Forum Recap

Posted by Jessie Leworthy | May 27, 2025 | Events |

Connectivity between techstacks including, cashflow modelling and portals – Forum Recap Our...

MIC UK 2025

Posted by Jessie Leworthy | May 7, 2025 | Events, External Conferences, MorningStar

External Conference Insights Homepage Morningstar MIC UK 2025 Explore content below… TBC...

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