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Help your self-directed clients make better investment decisions – without giving financial advice Apr 13, 2022

David Smith will discuss with OpenInvest co-founder Andrew Varlamos how clients unwilling to pay for financial advice often make poor investment choices, potentially damaging their chances of a financially secure retirement. The webinar will highlight how accounting firms can help while also avoiding the regulatory burden that comes with the financial advice regime.

PRESENTED BY: David Smith, Director