The Findings
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Working with the IFA market. What is the size of the opportunity?
20 November 2019
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A look at impact investing. Modern philanthropy made simple.
2 in 3 people agree that they have a responsibility to make the world better, want their investments to make a difference, and think financial institutions should avoid investing in companies that harm people or the planet.
15 October 2019
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A masterclass in understanding the different potential offered by AI, RPA, big data, machine learning, the Cloud and Voice.
We live in a tech savvy world
15 October 2019
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Building business models that will thrive in a post-MiFID II world. (All 3 sessions)
We all know the need for advice is growing but advisers are struggling to deal with the volume
15 October 2019
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Changing market trends and how this impacts advice.
With falling numbers of investment advisers and the average age of those who are active, what does the future hold for the advice landscape?
15 October 2019