In this episode, Lewis is joined by David Scholes, Director of Wealth Sales at FE FundInfo, for an in-depth conversation about the tech that's powering better advice. David shares his journey from help desk to director, reflects on nearly two decades in the industry, and gets honest about what's broken in today's advice tech stacks, from data fragmentation to poor integrations. They also explore how FE FundInfo helps bridge the gap between fund managers, platforms, and advisors, simplifying complexity through clean data, powerful cashflow tools, and real-time insights. If you're feeling the strain of compliance, admin, and disjointed systems, this one is for you. Connect with Lewis Byford Connect with David Scholes Follow The Financial Planning Club

Ver todos los episodios