Former FCA technical specialist Rory Percival will discuss the regulatory ramifications of robo-advice this week.
Mr Percival, who left the FCA late last year to begin his own consultancy, will be among the keynote speakers at The Dynamic Planner Annual Conference on Wednesday.
He will deliver a presentation entitled ‘Robo-Advice: Key Suitability And Regulatory Considerations’ during the afternoon session.
Ben Goss, CEO of Dynamic Planner, will deliver a keynote speech on ‘Closing the Advice Gap’.
Other speakers include:
- Imran Gulamhuseinwala, OBE, Global FinTech Leader EY
- Simon Jack, BBC Business Editor
- Alastair Mundy (Investec)
- Marcus Brookes (Schroders)
Organisers promised a “day not to be missed, filled with thought-leading presentations, educational workshops and networking opportunities” and a chance to see the new technology service from Dynamic Planner, AccessAdvice, for the first time.
The event takes place at the Brewery, Chiswell Street, London.