The global outlook for financial advisers is influenced by both macroeconomic factors and industry-specific trends. The industry is adapting to a rapidly changing environment, with technology and regulatory changes playing a significant role. It's essential for financial advisers to stay informed, adapt to these changes, and continue to provide valuable services to their clients.

The need for financial advice and investment guidance is increasing due to living longer, life complexities, retirement planning, and investment strategies. Clients are continually seeking professional guidance and support to navigate these challenges.

There will be three presentations on each day, and we will invite the partners to join for a joint Q&A session after their presentations 

These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

This event is accredited by CII / Personal Finance Society member CPD scheme and delegates can claim up to 1 hour and 30 minutes of CPD per session.