Adviser Innovation Summit

12 July 2025 | By althea.mercado…
image

Event date: Tuesday, 3 June 2025

MELBOURNE • Wednesday, 4 June 2025 • Pullman Melbourne on the Park • SYDNEY • Wednesday, 11 June 2025 • Amora Hotel Sydney

Navigating the new world of financial advice


Underlying shifts in our technological bedrock have fragmented the financial advice landscape. The integration of functional AI is uprooting established service models and represents a fundamental shift in the ways advice is delivered. While this new interplay of technology and experience creates opportunities for more personalised, holistic advice, it also harbours unforeseen risks for advisers and clients alike.

Returning in June 2025 for its 11th year, the Adviser Innovation Summit will prepare you to navigate these challenges by participating in a leading exchange of new technologies and ideas. Developed in deep consultation with financial experts, our agenda interrogates the key political, technological, and social forces affecting your profession.

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 3 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago