The AdviserTech Show

In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, sits down with Gary Shepherd, Business Development Director at Sprint, to take a fascinating deep dive into over 50…

In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, engages in a fascinating conversation with Oliver and Katherine, co-founders of Six Degrees, about rethinking the w…

In this episode of the AdviserTech Show, moneyinfo’s Managing Director, Tessa Lee, speaks with Curtis Berry, Client Experience Manager at TFP Financial Planning. They discuss TFP's innovative financi…

In this episode of the Adviser Tech Show, moneyinfo’s Managing Director Tessa Lee talks with Sally Meritt, co-founder and CEO of Evotra. They discuss the crucial role of technology in wealth manageme…

Join us for an engaging episode of The AdviserTech Show as Tessa Lee, Managing Director of moneyinfo, sits down with Ola Abdul, CEO and founder of Fundment. Discover how Ola transitioned from a backg…

In this episode of the Adviser Tech Show, moneyinfo’s Managing Director Tessa Lee engages in a captivating conversation with Dan McMahon, the Head of Technology and Innovation at Hyman Robertson Pers…

In this episode of The AdviserTech Show, Tessa Lee, the Managing Director of moneyinfo, sits down with Henry Cobb, Founder and Head of Research at Elston Consulting, for an insightful exploration of …

How does Matt Jeffery know so much about the things that keep advisers awake at night?

Being a Senior Manager at Alpha FMC, Matt has a broad knowledge of the pressing challenges that financial advise…

Ruth Handcock, CEO of Octopus Money, takes the spotlight in an enlightening episode of The AdviserTech Show. Ruth talks to moneyinfo’s Managing Director, Tessa Lee, about her diverse experience, incl…

Cathi Harrison, CEO of the Verve Group joins moneyinfo’s Managing Director, Tessa Lee on the first episode of Season 3 of The AdviserTech Show. Cathi shares her journey in the financial services indu…

Adam Leci and Sandra Paul from Prestwood Software discuss how different technologies have made their way into the financial sector, as well as how consumers generally expect free technology to be ado…

Matthew Clark gives an insight into the different opportunities that have arisen from the tools that financial technology has to offer on how to best serve clients looking to pass on their wealth. In…

Improving your business isn’t easy, it might be a process that requires an adviser who can give you confidence that the decisions you are making are the right ones. This in itself is a bit like the f…

David Ferguson chats to us about his early experiences of dealing with tech companies, including moneyinfo, and knowledge obtained of 10 years in his time as founder and CEO of Nucleus Financial Grou…

The task of connecting with the next generation of clients is a necessary challenge for Advisers who don’t want to get left behind. It’s also a job that Rob Tedder, UK Account Manager for Conquest Pl…

Abraham Okusanya discussed how he has seen financial planning business process change over the years, the impact that technology like Timeline has had on the adviser technology market, and the next s…

The Consumer Duty All-Stars featuring moneyinfo, Money Alive, and Model Office

In this episode of the AdviserTech Unplugged podcast hosted by moneyinfo’s MD Tessa Lee, we were joined by guests Andy K…

In this episode of the AdviserTech Unplugged podcast hosted by moneyinfo’s MD Tessa Lee, we were joined by guest Wendy Fisher, Regional Manager at Progeny to discuss the processes of adopting and imp…

Tune in to this episode of AdviserTech Unplugged where our Head of Marketing, Oliver Jenkins chats to Anthony Villis, Managing Director at First Wealth about their journey to becoming a certified B-C…

AdviserTech Unplugged welcomed Financial Planner Giselle Clayton, who spoke to us about the development of her career in finance, the diverse experience she has acquired, and the hurdles she overcame…