Consumer Duty Reporting – July Forum Recap
Consumer Duty Reporting – July Forum Recap During our July Forum we discussed ‘Consumer Duty...
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Tag: AdviceTech
Tools for client boarding – What should be prioritised? What are advisers’ best experiences? – June Forum Recap
Tools for client boarding – What should be prioritised? What are advisers’ best experiences?...
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Why the smart money in Fintech is now going into WealthTech…
In this compelling session, Ian McKenna explores the rapidly evolving landscape of financial advice, examining how fintech is reshaping the industry and tackling the advice gap.
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Connectivity between techstacks including, cashflow modelling and portals – Forum Recap
Connectivity between techstacks including, cashflow modelling and portals – Forum Recap Our...
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Data Governance – Forum recap
Data Governance – Forum recap Our March forum session explored ‘Data...
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