The pandemic has accelerated the use of technology across the financial services sector, and the advice profession is no exception.
But what are the next shifts which advisers can expect in their business over the next few years?
Can different systems finally integrate with one another, and can a greater use of technology really mean better financial advice?
This webinar addresses these questions and many more.
SPEAKERS
Ben Goss, chief executive of Dynamic Planner
David Owen, wealth director of Lifetime Connect
Shelley McCarthy, managing director and chartered financial planner at Informed Choice
Damian Fantato, digital editor of FTAdviser
To watch on demand, click HERE