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Technology: planning and the business of advice

"The thing's hollow—it goes on forever—and—oh my God—it's full of stars!" Dave Bowman, 2001: A Space Odyssey

Advice businesses already face big challenges around price and value, and regulatory focus on client outcomes isn’t going away anytime soon. Technology has an important part to play in helping make advisers more productive, creating higher profits for firms and improving client experience.

Money Marketing’s flagship conference was held on Tuesday 17 October at etc.venues, 155 Bishopsgate London and was joined by a host of creators, innovators and practitioners from inside and outside the profession to examine the opportunity technology creates for advice firms, as well as some potential risks. Alongside this, there were focused sessions on the impact of tax changes on decumulation and estate planning strategies, platform evolution, consolidation and business integration challenges, and much more.

Money Marketing Interactive is aimed at practising financial advisers and heads of adviser businesses including owners, directors and paraplanners.

Benefit from quality and thought-provoking content delivered by leading expert speakers from across the financial advice profession.

Be recognised as a thought-leader through association with one of the UK's leading financial advice publications. Get in touch with Mal Shah today.


Sponsorship Opportunities

Money Marketing remains the leading information brand for the financial advice profession. Money Marketing Interactive is widely regarded as the event that really gets under the skin of the UK’s IFA market and allows our sponsors to engage with key decision-makers within the profession.

Whether you want to be recognised as a thought leader through association with one of the in-depth workshops or want to take advantage of the networking opportunities available, talk to Mal Shah about the marketing solution that is right for you and your business.

Mal Shah
+44 (0)208 075 8142

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