The Platform, Global Investment Solutions – Morningstar & Dimensional
Bill Casey, Director of Financial Advisor Services, Conexim – Bill will outline the key reasons why we view Morningstar and Dimensional as adding significant value to an advisors proposition, and why we have each of their solutions available on platform.
Featuring
Bill Casey
Director of Financial Advisor Services Conexim
Bill is a CFP Professional, a QFA and an AITI Chartered Tax Advisor (CTA). Bill has worked for a number of institutions over the last 20 years in the life and pensions industry as well as the stockbroking sector. Bill’s talent lies in assisting Financial ...
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