CISI conference: Future of adviser technology
FTAdviser Podcast
English - October 04, 2023 10:50 - 19 minutes - 212 MBInvesting Business News Business News ftadviser ftadviser podcast the ftadviser podcast financial advice financial advisers financial advisors pensions investing investment portfolios regulation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Does the model for equity release advice need to change?
Next Episode: CISI conference: Client discovery meetings done right
FTAdviser speaks to Josh Butten, director of financial planning firm Boosst, and Jon Doyle, founder of Juniper Wealth Management, about the future of adviser technology, straight after their session with Ian McKenna at today's CISI conference.
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