EATT2025 Plenary session 1 - Adviser Software

EATT 2025 Plenary Session #1 – What are the key new skill sets advisers need to focus on as AI makes much of their traditional role easier?

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Speakers

Jason Green
CFO – FTRC

Jonathan Stubbs
Director of Risk – LIFT Financial

Ian Dempsey
IFA – The Money Man

Learning Objectives

How do AI and Consumer Duty change the role of financial advisers and wealth managers?
Understanding the roles of humans and the roles of machines.
What is the top skill an adviser needs in an AI driven world?
Potential impact of behavioural finance in better understanding consumer behaviour.