'For advisers, the opportunity lies in preparation'
'A new class of on-platform smoothed funds could be particularly useful'
Keeping track of the ongoing consolidation of the advice industry
Shane Wright has over 25 years of experience in technology leadership
‘This year, anything goes’
'Advisers must also evolve beyond just fulfilling transactional roles'
Turning data into clear, actionable insights
Difficult questions a 'core feature' of good advice
Event has raised £28,334 so far
Celebrating excellence in financial advice