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Showing 1 - 2 of 2 results for "Tangelo Advice Consulting"

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... important thing to note is not all tools are 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 ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... be a quick win for financial advisers, according 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 ...
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