- Has Consumer Duty had the desired impact so far and what are the long-term expectations for advisers to remain compliant?
- What needs to be done to future-proof financial advice?
- How can bonds, equities and real assets be used to diversify portfolios and meet client specific goals in a time of market volatility and uncertainty?
- How can advisers best place themselves to offer sustainable advice in line with client priorities?
- What are the key regulatory changes that will affect advisers in the year to come?
- How can advisers secure the most appropriate and cost effective PII cover for their business?
Financial Advice Forum
EARLY BIRD DISCOUNT AVAILABLE UNTIL 1 JUNE
ABOUT THE EVENT
As the world continues on a path of rapid change, the financial advice profession finds itself in a period of evolution. Faced with significant challenges in the form of unpredictable market conditions, inflated costs of living and evolving customer demands, advisers must also come to terms with a host of regulatory reforms which will change the face of the advice sector.and redefine its standards. How can advisers keep pace with the change whilst continuing to structure advice for the benefit of their clients? How is Consumer Duty helping to set new standards for the profession and how can businesses and individuals best prepare themselves to deliver advice to the next generation?
Celebrating its 5th anniversary, FTAdviser's annual Financial Advice Forum will look to answer these questions whilst exploring the key issues facing advisers across regulation, financial planning, later life, pensions and investments. Hosted at the Leonardo Royal Hotel London City on 28th September 2023, this one day event will gather financial advisers, planners, regulators, industry associations and governing bodies as well as those who service the advice sector for a day of thought leadership discussion, lively debate and high level networking.
KEY DISCUSSION POINTS
GET YOUR TICKETS
Gain access to in-person sessions.
Network with your peers during the drinks reception
Get full access to video on demand post- event
THE SUPER EARLY BIRD
FINANCIAL ADVISER PASS
This ticket is for financial advisers, paraplanners, wealth managers, DFMs, mortgage advisers, tax planners and investment advisers.
Full price £80 from 01 June 2023
For any registrations that do not qualify as these categories, use the Non-Financial Adviser pass option.
We are delighted to welcome you to the 2023 Financial Advice Forum. We know that there is nothing like having the opportunity to meet with your peers and exchange views face to face.
The past decade has been a tumultuous one for financial advice. With regulatory reforms, unpredictable market conditions and inflated costs of living, financial advisers have had to weather many storms.
We will discuss and debate opportunities and challenges for financial advisers, identify opportunities to grow your businesses, enhance personal knowledge and look at new ways to improve the client experience.
The event will take place at the Leonardo Royal Hotel London City.
FTAdviser 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 FTAdviser comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser team.
FTAdviser 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.
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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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