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CISI conference: Future of adviser technology

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Manage episode 378761928 series 2558907
Content provided by Damian Fantato. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Damian Fantato or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
FTAdviser speaks to Josh Butten, director of financial planning firm Boosst, and Jon Doyle, founder of Juniper Wealth Management, about the future of adviser technology, straight after their session with Ian McKenna at today's CISI conference.

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

373 episodes

Artwork
iconShare
 
Manage episode 378761928 series 2558907
Content provided by Damian Fantato. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Damian Fantato or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
FTAdviser speaks to Josh Butten, director of financial planning firm Boosst, and Jon Doyle, founder of Juniper Wealth Management, about the future of adviser technology, straight after their session with Ian McKenna at today's CISI conference.

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

373 episodes

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