Digital Investments & Advice

In 2020, Boring Money’s Fin-k Tank event will become our 'Digital Investments & Advice' seminar. Again we are set to be kindly hosted by our partner Aviva at their HQ in London.

  • How is your business adapting to meet the consumer demand for help, guidance and advice?
  • How can traditional financial advice be scaled?
  • How can DIY models offer more help to their customers?

  

When

NEW EVENT DATE

24 Nov 2020,

14:00 – 17:45 (drinks till 19:00)

Where

Aviva, Saint Helen's,

1 Undershaft, London,

EC3P 3DQ. 

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Price

£199 + VAT

  

We are excited to announce our new November event date. Our exciting agenda remains the same subject to speaker confirmation. 

This half day event has been designed to help advisers, wealth managers, platforms, banks, life companies and digital advice providers to:

  • Understand the evolving customer expectation and demand for advice.
  • Stay abreast of trends and new entrants.
  • Think about practical solutions for the Advice Gap.
  • Understand the latest in digital advice and how this can play back into your business.
  • Think through a business case for delivering investment services to the mass affluent.

     

In partnership with

Our speakers include:

Ed Dymott,

- MD Transformation, Innovation and Growth at Aegon

Louis Petherick,

- Chief Risk Officer at AJ Bell

Nicholas Johnson,

- Investment Journey Lead at Coutts & Co

Gemma Steel,

- General Counsel and Head of Financial Products at Dozens

Jamie Bullock,

- Head of Customer, Proposition & Commercial - End Investor, at Fidelity

Robert Caplan,

- Financial Planning Director of First Wealth

Philip Deeks,

- Director Financial Services Risk and Regulatory Insight Centre, KPMG

Dean Butler,

- Head of Digital Strategy at M&G

Stephen Coates,

- Principal Consultant at Mercer

Samantha Seaton,

- CEO at Moneyhub

Jessica Miller,

- Head of Proposition & Product at Schroders Personal Wealth

Helena Wardle,

- Chartered Financial Planner at Sterling and Law

Andrew Firth,

- CEO & Founder of Wealth Wizards

 

TBC speaker from The FCA

Director of EBC (under invite)

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