Events for May 4, '17

2017 will be remembered as a landmark year for the financial planning profession. This year’s FPA National Roadshow, in partnership with Platinum Asset Management, will provide you the latest information to help you stay ahead. Join us to gain a deeper understanding of the FPA Professional Ongoing Fees Code and the tools you need to

The fact that Big Data is 'changing everything' is no new headline. But how will it affect the advice industry and what will it do for your service offering? Technology plays a huge part in this from SoA generation, to client engagement and budgeting tools. Our Managing Julian Plummer is joining the team from XY