EATT 2025 Plenary Session #3 – What does the adviser firm of the future look like?

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Speakers
Jason Green
CFO – FTRC

Nick Raine
CEO- Soderberg (UK)

Sarah Roughsedge
Founder – Eva Wealth Management for Women

Alan Smith
CEO – Capital Asset Management

Learning Objectives
  • What do successful advice firms in 2025 need to do to be equally successful in 2030?
  • What new types of advice firms will emerge by 2030 and what will they do that will be different?