Micky Johal

Let’s learn about how technology and AI are redefining wealth management, the impact of regulatory changes, and why starting your pension early matters. Micky Johal, with his extensive background from Truinvest to Your Future Group, shares valuable insights on building operational efficiencies and the importance of personalised client services.

In this conversation, Micky and Pete discuss topics, such as:

• Wealth Management Insights
• Tech's Transformation in Finance
• Navigating Regulatory Compliance
• Early Pension Planning Importance
• Enhancing Operational Efficiency
• Private Equity and Wealth Trends
• Wealth Management's Future Outlook
• Hybrid Financial Advice Models
• AI in Personalized Investments
• Strategies for IFA Success