As an adviser, technology allowed you to maintain some semblance of face-to-face interaction (or at least screen-to-screen) with clients. With the advent of new and existing tech to navigate going forward, how can advisers be sure that they are meeting the technology needs expected of a modern advice firm, and what can we do to ensure that the tech complements your business? Join us at the highly anticipated Professional Adviser 360 conference on 7th October at The Brewery in London. The day is packed full of insightful content from various industry experts, alongside incredible networking opportunities, CPD hours and engaging Q&A sessions.
FTRC (Financial Technology Research Centre) is a boutique fintech consultancy founded by Ian Mckenna in 1995, nearly two decades before “FinTech” became part of the industry lexicon. They focus on technology in the financial advice market and especially how advice is evolving both in the UK and internationally, focusing on the role technology will play in this process. Their site https://www.advisersoftware.com/advice-tech-hub/ is designed to be the ultimate source of information for financial advisers on technology for their businesses. Disclaimer: The information provided on AdviceObjects on any third-party website may be old as our feature list is continuously growing. Please contact us directly to know the latest feature list or simply ask for a demo.
Climate Positive Workforce is where every person in the organisation has their entire life’s carbon footprint offset because they work within our organisation. The carbon footprint includes our employee’s time at work, business travel, and their time outside of work. We are determined as a business to do whatever we can to make a positive difference in this Climate emergency. You can learn more about how we are doing our part for the Climate in this link. Learn more by clicking the image on the left.