The advice profession is evolving fast – and the firms that thrive will be those who put technology at the heart of their business. Empowering Advice Through Technology (EATT) is where advisers, innovators and business leaders come together to focus on what actually works in practice.
The excitement around AI is justified – but only if firms pair powerful capture tools with an explainable analysis layer that strengthens outcomes, compliance and client trust.
Dave Upton shares what the profession is doing to close the advice, talent, innovation and generation gaps so that technology keeps people at the center of financial advice.
Ahead of the PFS National Conference 2025, we're exploring how to close the advice, talent, innovation and generation gaps so that technology empowers people, not replaces them.
Focus Advice Technology deploys its next-generation advice platform with NFU Mutual, delivering holistic financial planning at scale.
Focus Business Solutions returns to independence after nearly 14 years following successful completion of management buyout.
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Company detailsCompany name: Focus Business Solutions Limited
Company number: 02874302
Registered address: 8 Hamilton Terrace, Leamington Spa, United Kingdom, CV32 4LY
Registered in: England and Wales
VAT number: 482 9474 46