Our monthly online Advice Tech Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes. We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions. Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.

Our January session will run on Tuesday, January 25th 2022 from 12pm to 1pm through Microsoft Teams where an expert adviser panel will discuss what advisers want from platforms, pensions and savings providers in 2022 that they don’t currently provide.