Financial Planning, what does state of the art look like? - EATT 2023 Plenary

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

Speaker

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

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About The Author

Jack Easter

Jack joins us from the Blue14 group of companies, where he worked with prosperous start-ups to build their operations from the ground up. During his time there, Jack looked after various key accounts, including taking the lead on management of the fintech portfolio, and managed growth campaigns for multiple UK and US financial apps. Jack joins the FTRC team to maintain the Digital Wealth Insights report and help continue its growth. Outside the office, Jack enjoys refining his cooking skills and keeping up with his calisthenics. Jack is also a long-distance cyclist, and recently completed a cross-county Brighton to Liverpool bike ride.