Author: Jessie Leworthy

The Cashflow Planning Debate – discussing the evolution of cashflow planning and how that has become a core feature of advice for advisers and clients – November forum recap

Posted by Jessie Leworthy | Dec 6, 2023 | AdviceTech Forum, Events |

The Cashflow Planning Debate – discussing the evolution of cashflow planning and how that has...

Hybrid Advice – October Forum Recap

Posted by Jessie Leworthy | Oct 31, 2023 | AdviceTech Forum, Events |

Consumer Duty: Taking a look at how tech firms are helping advisers to capture data and report to the FCA – September Forum

Posted by Jessie Leworthy | Oct 18, 2023 | AdviceTech Forum, Events |

Forum snippets

Posted by Jessie Leworthy | Aug 26, 2023 | Uncategorised

View the short forum snippets below to find out more about each session… Letter of Authority Consumer Duty Data Strategy Client Facing Technology Consumer Duty Data...

Why building a data culture within advice firms is critical to a firm’s future success – July Forum recap

Posted by Jessie Leworthy | Jul 27, 2023 | AdviceTech Forum, Events |

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