Financial Liverpool - Technology and the future of practice management

Thursday, 21 October 2021
12:30 pm – 1:30 pm (UK time)
    • Matthew Lonsdale, Head of Business Development, Iress

The UK wealth management industry is constantly being asked to adapt to the complex and changing needs of end investors. Sometimes, this can come at the cost of commercial performance.

The long term trends suggest the successful wealth firm of the future will be as commercially-focused as they are client-focused. But what’s the best way to achieve this in one of the most highly-regulated financial services environments in the world?

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