Summarise how regulatory developments, including Consumer Duty and the Advice Guidance Boundary Review, are reshaping advice delivery, disclosure and long-term client outcomes.
Evaluate how emerging technologies are transforming advice workflows, client engagement and operational scalability.
Describe how advisers and allocators can adapt portfolios and planning strategies in response to global market trends, economic policy shifts and evolving client needs.
Identify practical strategies to future-proof advice businesses through structural innovation, improved value delivery and client-centred service models.
Financial Advice Forum
UK financial advisers are operating at a time of heightened economic and market uncertainty, regulatory recalibration, technological disruption, and shifting client expectation.
Recent budget changes have made tax planning more urgent, while the FCA’s Advice Guidance Boundary Review could redefine what constitutes financial advice. At the same time, advisers face stricter scrutiny under the regulator’s Consumer Duty protections, their operational costs are rising, and the competition for clients is increasing. Technology is offering new solutions, but adviser capacity remains stretched, and business models are coming under pressure.
Will the adoption of new technologies narrow the advice gap or expose new risks? Can independent firms remain competitive in a market increasingly dominated by vertically integrated giants? How should advice businesses position themselves stay relevant in the future?
This year’s FT Adviser Financial Advice Forum brought together financial advice firm principals, wealth managers, discretionary fund managers, and mortgage and protection brokers for a day of practical insights and peer exchange. The CPD-accredited event enabled delegates to earn up to 6 CPD hours and featured insightful panels, interactive workshops, and networking opportunities - all designed to equip attendees with strategies to navigate the complexities of today’s financial landscape.
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RELIVE THE HIGHLIGHTS OF THE DAY!
Take a look back at the Financial Advice Forum 2025 with our official photo gallery. From thought-provoking panel discussions to lively networking sessions, the images capture the energy and insights that made the day such a success. Explore the highlights and spot yourself among the industry’s leading voices.
KEY THEMES
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.
CPD Learning Objectives
At the end of the FT Adviser Financial Advice Forum, you should be able to:
CONFIRMED SPEAKERS INCLUDE:
SUPPORTING PARTNERS
Speaking Opportunities
Tárlach Russell
tarlach.russell@ft.com
General Enquiries
Claire Harris
claire.harris@ft.com
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.
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