4th May 2021

AdviserTech LIVE! 2021: A new adviser mindset

Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.

Back Office, Partner Events, Technology

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Free Registration and CPD

Dynamic Planner: How have people felt about risk in 2020? And how can advice firms best manage it for clients in future?

The suitability of financial planning and advice has, again and naturally, come into sharp focus against the backdrop of broader events this year.

Dynamic Planner: Solutions cater for clients taking regular income in retirement

Income in retirement, naturally, has always been a big issue for financial advice firms – and, according to commentators, is only going to get bigger in the regulator’s eyes in future.

Dynamic Planner: The client review process: efficient, effective, engaging

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