Event date: Tuesday, 3 June 2025
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.
After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....
WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...
While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...
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?...