During this executive roundtable, SEI, FoxRed Insights and Solve Partners will introduce advance insights from their ongoing research on consolidation across the wealth management and IFA sector. Gilly Green and Donald Reid will lead a discussion on their findings to date, gathered from surveys and interviews with senior executives engaged in wealth management and IFA consolidation.
See an example of what the order of the evening entails see below.
Event’s latest information
Final Agenda and participant list
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