EATT 2022 Plenary Session 1:
Delivering an end-to-end advice & investment management process
Speakers
Dave Newick
CEO, Arken.Legal
Ray Adams
CFP & Head of Cashflow Planning, FE Fundinfo/CashCalc
Stephen Mitchell
Head of Proposition, FE Fundinfo
Tim Sargisson
CEO, Sandringham Financial Partners
Learning Objectives
- How technology can support every step of the Advice and Investment management process
- How other advisers have been successfully adopting technology to achieve more effective processes
- The role of automation in creating more time for advice
- Where technology can support and enhance both compliance and customer outcomes
Moderator
Poppy Achilles
