Turo blog

Hybrid financial advice on the agenda at two key conferences in March.

January 18, 2022

Hybrid financial advice on the agenda at two key conferences in March.

Wealth Wizards’ Nick Hall will be talking about hybrid advice at two conferences this March, as discussions around the benefits and likeliness of the adoption of the hybrid advice model grow ever keener.

The first event, the TISA Annual Digital Conference, will take place virtually on Wednesday 16th March. Nick will be participating as one of three on the expert panel, looking at the hybrid advice model and discussing:

• How the hybrid advice model will affect client engagement.
• Whether the hybrid advice model can help close the advice gap.
• How wealth managers can harness the opportunities of digitisation and automation and help clients overcome the barriers of financial planning.

Further details of the TISA webinar conference can be found here: https://www.tisa.uk.com/product/tisa-annual-digital-conference-2022/?event_date=2022-03-16 

Nick will also be presenting at the Digital Integration in Wealth Management 2022 conference, in London on 29th March.

In his session, Towards a Hybrid Future: Robo-Advisory, Nick will speak on:

• Understanding the successes and limitations of Robo-Advisory.

• Leveraging Robo-Advisory to provide clients with thorough and practical advice based on their input and needs.

• Enabling wealth managers to focus less on operationally tedious tasks.

• How to best review the data generated by the Robo-Advisory device and offer better proposals for clients.

• The future of Robo-Advisory.

Further details on the conference can be found here: https://arena-international.com/wealth/agenda


Written by
Wealth Wizards

We are the UK's first fully-regulated online adviser scaling up automated financial advice across the industry.

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