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Showing 1 - 2 of 2 results for "Conrad Travers"

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... appropriate for the financial advice industry," Carter added. Tangelo Advice Consulting director and principal consultant Conrad Travers, who also spoke on the panel, urged advisers to take stock of their processes to improve efficiencies in the practice. ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... to the panel that Anderson moderated. According to Tangelo Advice Consulting director and principal consultant Conrad Travers, many advice licensees continue to grapple with providing accurate FDSs. Currently, half of licensees have external agreements ...
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