Understanding Developments in Portfolio Construction & Portfolio Management Software: Join Our November Investment Forum

Posted by Emma Iskowitz | Oct 25, 2021 | Events, Investment Forum | 0 |

Our monthly online Investment Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes. We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions. Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.

Our November session will run on Tuesday, November 23rd 2021 from 11 am to 12 pm through Microsoft Teams and will centre around advances in technology being used to deliver investment services and, in particular:

What are the leading innovations?
What would advisers most like to see?

About The Author

Emma Iskowitz

Originally from New Jersey, Emma previously worked as a writer, researcher, content creator and podcast producer for fintech consulting firm Ezra Group LLC. Emma graduated from London Contemporary Dance School in July 2020, and alongside her work at FTRC she is also pursuing a career in contemporary dance.

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