Thursday 27th April |
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18:30 |
Pre-dinner drinks |
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19:30 |
Welcome |
Clive Waller, Chair, The Investment Network |
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Dinner |
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Nick Eatock, CEO, Intellflo |
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Friday 28th April |
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08:45 |
Welcome |
Clive Waller, Chair, The Investment Network |
08:50 |
Introduction by the Conference Chair |
Tom Ellis |
09:00 |
Agreeing to Disagree |
Ola Abdul, CEO, Fundment |
09:25 |
Discussion |
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09:35 |
How is the advice sector adopting Tech |
David Davies, Partner, Navos |
10:00 |
Discussion |
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10:10 |
An Australian Perspective |
Mark Links, Director, Portfolio Cloud |
10:35 |
Questions |
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10:45 |
Simplified advice is like placing a plaster on a stab wound |
Soapbox: Helena Wardle, Partner, Smith & Wardle Financial Planners |
11:00 |
Coffee |
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11:25 |
Tick box consumer duty if you dare! |
Chris Jones, Proposition Director, Dynamic Planner |
11:50 |
Questions |
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12:00 |
AI in Financial Services: Do not miss out. |
Sam Seaton, CEO, Moneyhub |
12:25 |
Questions |
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12:35 |
Panel Session |
Adviser Panel |
13:15 |
Close |
Clive Waller |
13:20 |
Lunch |
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