13th June 2012

Implementing Technology To Support The Advice Process

Live Monday 18th June at 2 p.m. or afterwards on demand 

What elements of the advice process can be supported by technology? In this live webinar, Mark Loosmore will examine the pros and cons of automation, the suppliers of the different components and the issues to be considered when implementing different technologies. Attend this webinar to learn the steps to better leverage technology in your advisory business. 

Your presenter: Mark Loosmore, Business Development Director at IRESS, has a successful track record of business development in the IT and financial services market, including helping both NCR and AT&T establish themselves as key technology suppliers to the insurance sector. 

Attend here

Property Sector - A Morningstar OBSR Overview 

Watch now on demand

If you missed the live event, catch-up on demand to hear from Peter Toogood and Simon Molica as they present Morningstar OBSR’s latest sector review. Focusing on UK direct property funds within the property sector, they will comment on the current market environment, analyse these types of funds and discuss the pros and cons to investing in the asset class.

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