Business Development

142 | The impact of technology on financial advice

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  • Mark Loosmore, Executive General Manager, Wealth, IRESS
  • Mike Barrett, Consulting Director, The Lang Cat
  • Matt Noble, Head of Business Development, Origo
  • Tessa Lee, Managing Director, moneyinfo

Learning outcomes:

  1. What the tech providers are doing to facilitate data flows between platforms
  2. How the costs and benefits of tech impact an adviser business
  3. How robo propositions are likely to fit with face to face advice in the future


Business Development