Our December AdviceTech Forum focuses on Adviser Firm Tech Strategy in 2024 and beyond… Advisers will share their views on what is driving their strategy and what is inhibiting it…

• What are some of the key drivers that are shaping the way adviser firms are approaching their technology strategy e.g. data, process efficiency, integrations, client experience, tech consolidation etc? 
• What elements of the strategy do firms feel they are delivering on and where are they being successful?  
• What elements of the strategy are being inhibited and by what? 
• What is on adviser firms’ Christmas wish list for 2024?