The Findings
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Future Wealth Management business models and the era of embedded finance
Expert: Emily Jones, KPMG. Facilitator: Shelley Doorey-Williams
14 June 2022
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Make It Personal. Adopting goal-based planning to service your clients
Expert: Rob Harradine, Ammonite
14 June 2022
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The Human Touch. Hybrid advice, technology and the role of the adviser
Expert: Chris Shaw, Dundas Consultants. Facilitator: Chris Baigent-Reed
14 June 2022
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Attracting and retaining the best candidates in the shadow of the 'Great resignation'
Expert: Nikki Bartlett, EY Facilitator: Roopalee Dave, EY
09 June 2022
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Digital human - how to clear your tech debt
Moderator: Carline Burkart, AON Expert: Andrew Back, Multrees
09 June 2022