Financial Advice Forum

 EARLY BIRD TICKETS AVAILABLE NOW

The financial advice sector is undergoing rapid transformation, driven by regulatory reforms, evolving client expectations, and technological innovation. How can advisers leverage emerging technologies to enhance client engagement while preserving the human touch? Will technology narrow the advice gap or expose new risks? How should advice businesses position themselves now to stay relevant in the future?

The 2025 edition of FT Adviser’s Financial Advice Forum will once again convene industry leaders, experts, and regulators to explore the latest developments shaping the future of financial advice, from cutting-edge technologies to the latest regulatory developments. This must-attend, CPD-accredited event offers practical insights to help advisers optimise their business models, improve operational efficiency, and deliver superior outcomes for their clients.

Client acquisition and retention: Engaging next-gen clients and improving multi-generational advice.

Investment strategy: Geopolitical risk, US market concentration, and new portfolio tools.

Regulation and Consumer Duty: Ongoing regulatory scrutiny, Consumer Duty enforcement, and Advice Guidance Boundary reform.

Technology and AI: Data and automation use cases to improve advice and efficiency.

Retirement and estate planning: Decumulation, IHT reform, and intergenerational wealth transfer.

Future of the industry: Consolidation, M&A, and the advice business of the future.

Group discount for 3 passes.

Gain access to all in-person sessions. 

Network and connect with your peers during the drinks reception and gain access to the networking community platform.

Gain access to all in-person sessions. 

Network and connect with your peers during the drinks reception and gain access to the networking community platform.

£100 £60

Full price £100 from 19 July 2025

Download our post-event report 

Get access to the official post-event report, find out our speaker line-up, who attended and key event information.

Who attended last year's summit?

View the companies that attended in 2024 by clicking below.

Access our adviser booklet

Access key insights from our esteemed speakers. Discover strategies for standing out in the advisory market, engaging younger generations to bridge the advice gap, and excelling in the field.

UNDERSTAND

Gain insight into the latest regulatory shifts and market trends from top industry experts and regulatory bodies.

CONNECT

Meet and network with influential figures across the financial advice community, including advisory business owners, regulators, and FT Adviser journalists.

DISCOVER

Explore innovative strategies and tools to grow your business, improve client outcomes, and prepare for the future of advice.

Speaking Opportunities

Audrey Cordelle
audrey.cordelle@ft.com

Sponsorship Opportunities 

General Enquiries

George Mills
george.mills@ft.com

FT Adviser is the award-winning source of news and opinion for the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. 

The strength of FT Adviser comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FT Adviser team.

FT Adviser can trace its history back to 1988 after the Financial Services Act 1986 defined for the first time the role of the independent financial adviser.

Asset Allocator is a newsletter tailored to wealth managers, fund selectors and discretionary fund managers.

The service’s proprietary fund and asset allocation databases, compiled using information provided by the UK’s leading DFMs, give readers unique insights into the issues that drive investment decisions.

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