This video presents a discussion between Stephen Wall (Co-Founder of The Wealth Mosaic) and Jamie Keen (Country Manager UK & Ireland at aixigo AG), but also Ian Pickford (Partner and Head of Financial Planning and Wealth Management at Mazars) and James Howell (Director at PwC Wealth Management Consulting). These experts shed a light on the current state of financial planning in relation to modern technology, current developments in the sector, specifically in the UK market but also, most importantly, the challenges and opportunities that technology brings forward to offer the wealth management sector.
