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Join Our June Investment Forum

Join Our June Investment Forum

Our monthly online Investment 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 June Forum will be on June 22nd, 2021 from 11 am -12 pm through Microsoft Teams, focusing on Suitability Report Automation and will feature an expert panel of both advisers and technology providers in discussion. 

About The Author

Emma Iskowitz

Originally from New Jersey, Emma previously worked as a writer, researcher, content creator and podcast producer for fintech consulting firm Ezra Group LLC. Emma graduated from London Contemporary Dance School in July 2020, and alongside her work at FTRC she is also pursuing a career in contemporary dance.

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