Fintech is the answer, but what is the question?

Experts in advice technology, strategy and implementation weigh in on what advisers and practice owners need to prioritise right now to ensure technology can turn the dial on efficiency and scalability within their businesses. SPEAKERS: Elisabeth Kong, managing director, Future Creative Christopher Mather, head of distribution, BT Platforms, BT Financial Group Matt Stovold, head of digital, Franklin Templeton MODERATOR: Matthew Smith, director of retail content, Conexus Financial

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What do you believe is the biggest roadblock to more new fintech solutions being adopted by financial advice practices?

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Scale by independence: The Koda Capital model

Scale by independence: The Koda Capital model

“I stopped counting my direct reports at 35,” Paul Heath says. In a revealing fireside discussion, the Koda Capital co-founder and CEO explains the group’s remarkably flat structure, its unconventional scale game and why he and Steve Tucker are giving away half the firm’s equity.

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