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From the CISI conference: There s amazing tech out there ready to use

From the CISI conference: There s amazing tech out there ready to use
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Ian mckennaJon doyleJosh buttenJuniper wealth management

Advisers facing challenges in adopting technology

The advice firm is still “definitely facing challenges” when it comes to properly adopting technology, according to the Financial Technology Research Centre.

Josh buttenIan mckennaJon doyleInstitute for securities investmentChartered institutePlanning conferenceJuniper wealth managementMicrosoft teamsJuniper wealth management

Advisers honoured at CISI 2021 Financial Planning Awards

The winners of CISI Financial Planning Awards 2021 have been revealed with firms Oak Four and Wells Gibson among the winners.

United kingdomSandy robertsonFrancis klonowskiSarah leesJosh buttenKlonowski coInstitute for securities investmentChartered instituteSally plantYear awardMazars financialDavid norton building excellence awardTony sellonGood egg award