Select Page

Empowering Advice Through Technology (#EATT2020) – Highlights

Posted by | Apr 22, 2020 | , | 0 |

Highlights and vox pops from the Empowering Advice Through Technology conference (January 2020)

Rate:

About The Author

mm

I joined FTRC in 2003 as Office Manager which saw me take responsibility for activities which ensured the smooth day-to-day operation of the company as well as providing administration support to other members of the team. Over the years I have progressed to the position of Head of Operations, a varied and challenging role.

Related Posts

In | Vest West 2018: Financial Engines – The Elephant In The Room

In | Vest West 2018: Financial Engines – The Elephant In The Room

7th December 2018

Supporting Clients with Risk Profiling: Highlights from the January Investment Forum Part 1

Supporting Clients with Risk Profiling: Highlights from the January Investment Forum Part 1

3rd March 2021

Views from T3 Enterprise Conference 2019: Advicent

Views from T3 Enterprise Conference 2019: Advicent

7th November 2019

In | Vest West 2018: Why Personal Capital’s Hybrid Advice Model Succeeds

In | Vest West 2018: Why Personal Capital’s Hybrid Advice Model Succeeds

7th December 2018

Leave a reply

Your email address will not be published. Required fields are marked *

×

User Details

Login or Register

Advice Tech Hub

Ecosystems

Highlights from:

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.