2026 dates to be announced
The second annual Australian Wealth Management Awards brought an unparalleled awards program that recognised the top businesses and professionals in the wealth management industry across the nation.Winning an Australian Wealth Management Award was a highly sought-after accolade for both individuals and businesses aiming to cement their role in the financial services industry while highlighting professional development and innovation.Attendees networked with the profession’s rising stars…
2026 dates to be announced
As market conditions remained unpredictable and traditional asset classes faced pressure from macroeconomic uncertainty, the Australian Wealth Management Summit returned in 2025 to examine the rising role of alternatives in shaping portfolio construction.Held over one day, the summit brought together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real assets to private credit, infrastructure, and…
Shangri-La, Sydney • Welcome reception: 6:30pm AEST • Official start: 7:00pm • Black tie
Held in June in Sydney, the black-tie gala event brings together the industry’s top performers and stand-out fund managers. Celebrate with the who’s who of the Australian financial services industry.Individuals are encouraged to nominate a colleague or submit themselves into the category they are eligible for, while group finalists will be chosen through meticulous judging criteria through our research partner Lonsec.Lonsec Research & Ratings is positioned at the nexus of Australia’s…
2026 dates to be announced
Navigating the new world of financial advice
Underlying shifts in our technological bedrock had fragmented the financial advice landscape. The integration of functional AI had uprooted established service models and represented a fundamental shift in the ways advice was delivered. While this new interplay of technology and experience created opportunities for more personalised, holistic advice, it also harboured unforeseen risks for advisers and clients alike.
Held in June 2025…
2025 dates to be announced
After the inaugural Women in Finance Summit sold out in record time in 2023, we’re back for 2024 with a bigger and better program providing women in financial services in Australia with a platform to grow.Supported by Australia’s foremost financial services publishing network, including The Adviser, Mortgage Business, ifa, InvestorDaily, Accountants Daily, SMSF Adviser, Money Management and Super Review, we’re bringing you a conference with unparalleled insights, networking and strategy.…
2025 dates to be announced
At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change in wealth management.
Attendees gained a profound understanding of the economic dynamics shaping the wealth management landscape, gaining a unique opportunity to explore the forces driving change in both domestic and global financial markets.
Attendees discovered how to drive…
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...