Predicting the future of technology in financial planning with Roger Portnoy

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA. In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack