Our monthly Investment Forum brings together visionary financial advisers with leading product providers to discuss the most pertinent issues in UK wealth management. Join our next session on December 9th, 2020 from 11:00 am-12:30 pm on Microsoft Teams to network with industry experts, assess current events, share best practices, and more. 

This month’s Investment Forum will focus on the following topics:

How will innovation change the fact find process?

  1. Remote Fact Finds vs Physical meetings
  2. The advantages & disadvantages of fact find completion pre-meeting
  3. The impact of Open Banking & Open Finance
  4. What does actual data tell us about remote fact finding?

During the session we will hear from the following expert speakers:

  • Alan Easter, FTRC
  • Ray Adams, CashCalc
  • Jamie Sexton, True Potential