The Findings
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How technology should be used to ensure that data from fact finds and analysis can be used as evidence to prove good outcomes
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024
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How to be more strategically involved with your financial planners
Expert: Katherine Harvey, Head of Progress, Melo
23 May 2024
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How to get a day back in your calendar
Expert: Paul Holbrook, Founder, Diary Detox
23 May 2024
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How to see clearly while the future economic picture remains unclear
Expert: Hugo Thompson, Multi-Asset Investment Specialist, HSBC Asset Management Facilitator: Ben MacGregor, Director Client Development, Savanta
23 May 2024
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Implementing AI through a phased approach
Expert: Mark Whitcroft, CEO, PlannerPal
23 May 2024