MM Wired: Advice – then and now

Date: 13/12/2017

Time: 9:30am

Title: Advice – then and now

Discussion topics:

  • How the business of advice has changed since RDR and before.
  • What challenges advisers faced then, and what they face now.
  • Is experience the key to good advice or will a new breed of advisers emerge?
  • How important are technological advances to how advice is conducted.
  • What can we learn from the advice market of the past, and what will the future look like?

Panellists:

  • Francis Klonowski – Chartered Financial Planner, Chartered FCSI at Klonowski & Co
  • Steve Buttercase – IFA and Principal at Verve Investment Planning
  • Amyr Rocha-Lima, Chartered Financial Planner at Holland Hahn & Wills: Wealth Management
  • James Greenly – Chartered Financial Planner at Capital Asset Management
  • Keith Evins – Head of Retail Marketing at J.P. Morgan Asset Management

Chair:

  • Justin Cash – Editor of Money Marketing

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