Looks like I didn’t do too badly last year, as Dealers Group have invited me back to speak at their Platforms & Practice Technology 2009 Conferences in London (15th September) and Manchester (17th September). This time, my session is titled “What can UK advisers can learn from the US experience?” and will cover:
- The future of finance and what this means to you
- The rise of the machines: virtual financial advice
- When digital disaster strikes: a case study
- New distribution opportunities for financial advisers
Expect to see & hear about the latest finance-related web applications coming out of Silicon Valley, innovative new advice platforms for US advisers and consumers, what happens when a web app behaves badly, and the potential for opening up new distribution opportunities in the UK via an exclusive preview of emerging technology.
I’m looking forward to hearing what my fellow speakers have to say about financial technology issues, and I can’t wait for the Dragons Den-style slot, in which 4 big platform providers give 7-minute demos, and will then be grilled by a specially selected panel of hard-nosed critics. The twitter backchannel that will run throughout the day should also liven things up a bit.
There have already been a few platform-focused events this year – some good, some not-so – but I think Dealers Group might just have got the speakers, topics, locations & overall format spot-on this time; worth a day out of the office, I think!
Registration is open here, and there are IFP and early bird discounts available (and 12 CPD points, if you’re collecting). No, I’m not on commission, fees, customer agreed remuneration etc.
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