Financial Planning, What Does State-of-the-Art Look Like? – EATT 2023


Ian McKenna
Founder, FTRC

Rob Kirk
Founder & CEO – InterGen Data

James Tucker
CEO – Twenty7Tec

Nigel Reeves
Founder & CEO – Reeves IFA

David Ferguson
CEO – Seccl

Learning Objectives

  • What new types of data can be part of financial planning and how can these offer better customer outcomes
  • How financial planning software can see off the robo-advisers
  • Commercial implications for advisers of evolving financial planning software