I’m in Carlifornia this week, attending the T3 Advisor Conference. The event features an impressive array of technology solutions available to US advisers. From portfolio management, account aggregation, financial planning, to CRM, client reporting, client acqusition and lead-generation.
So, I caught up with my friend Michael Kitces to talk about some of the key trends in the adviser fintech space and what this means for financial planners.
Enjoy!
.
Want in-depth research-based insight on retirement income? Join leading academics, researchers and financial planners at the Science of Retirement Conference on the 1st of March, 2017.
.
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!
Read Full Bio
He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!
Read Full Bio
