6 min read
2025 Conferences for Financial Advisors and Wealth Managers
.jpg?format=webp&auto=webp&disable=upscale)
Welcome to the calendar of Morningstar Wealth events and key industry gatherings in 2025. From insightful discussions on multi-asset solutions to innovative technology showcases, these events are tailored to empower financial advisers, enrich knowledge, and strengthen professional networks. We’re excited to host you at our own events or meet you at collaborative industry conferences.
Here’s a look at what we have planned:
January
More information to come.
February
PA Multi-Asset Roadshow
4 February, Leeds, England
The 2025 investment landscape is evolving, with multi-asset and MPS solutions offering strong opportunities post-budget and US elections.
The Professional Adviser Roadshow will help advisers navigate market shifts, client expectations, and regulatory changes. Expert speakers will explore how these strategies can manage risk and suit different client needs.
Visiting five cities, the Roadshow offers key insights into the future of multi-asset and MPS investing.
PA Multi-Asset Roadshow
February 6, Warrington, England
The 2025 investment landscape is evolving, with multi-asset and MPS solutions offering strong opportunities post-budget and US elections.
The Professional Adviser Roadshow will help advisers navigate market shifts, client expectations, and regulatory changes. Expert speakers will explore how these strategies can manage risk and suit different client needs.
Visiting five cities, the Roadshow offers key insights into the future of multi-asset and MPS investing.
PA Multi-Asset Roadshow
6 February, Coventry, England
The 2025 investment landscape is evolving, with multi-asset and MPS solutions offering strong opportunities post-budget and US elections.
The Professional Adviser Roadshow will help advisers navigate market shifts, client expectations, and regulatory changes. Expert speakers will explore how these strategies can manage risk and suit different client needs.
Visiting five cities, the Roadshow offers key insights into the future of multi-asset and MPS investing.
#langcat Live London - Divide and Conquer
6 February, London, England
The #langcat’s theme this time is Divide and Conquer—and true to form, they’ll be playing with that and your expectations. The advice profession is still deeply divided. Everyone’s eyeing up everyone else’s role, and it’s not getting any friendlier. So instead of pretending it’s all harmonious, we’re getting real.
Can firms deliver great client outcomes, meet regulatory duties, and still make a living in a divided landscape? Can we conquer—or do we need a new path?
They are marking ten years since their “Platforms Are Dead” report with a classic #langcat platforms session, plus a fireside chat with Steven Levin, CEO of anchor sponsor Quilter, who’ve reinvented themselves impressively over the last decade.
PA Multi-Asset Roadshow
12 February, Bristol, England
The 2025 investment landscape is evolving, with multi-asset and MPS solutions offering strong opportunities post-budget and US elections.
The Professional Adviser Roadshow will help advisers navigate market shifts, client expectations, and regulatory changes. Expert speakers will explore how these strategies can manage risk and suit different client needs.
Visiting five cities, the Roadshow offers key insights into the future of multi-asset and MPS investing.
Dynamic Planner Annual Conference 2025
12 February, London, England
The Dynamic Planner 2025 Annual Conference, held on 12 February at 22 Bishopsgate, London, is an unforgettable day where industry leaders, experts, and advisers come together to explore the future of financial planning.
PA Multi-Asset Roadshow
13 February, London, England
The 2025 investment landscape is evolving, with multi-asset and MPS solutions offering strong opportunities post-budget and US elections.
The Professional Adviser Roadshow will help advisers navigate market shifts, client expectations, and regulatory changes. Expert speakers will explore how these strategies can manage risk and suit different client needs.
Visiting five cities, the Roadshow offers key insights into the future of multi-asset and MPS investing.
March
NextWealth Live
18 March, London, England
NextWealth Live is an annual conference that brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth.
The wealth management industry continues to innovate and we’re optimistic about future growth. But to achieve growth, firms need to think differently about what they do and how they do it.
April
May
PA 360 London
1 May, London, England
The industry’s changing fast—new government, massive wealth transfers, evolving client expectations, tighter regulation, and tech that won’t wait. It’s a lot. But it’s also a huge opportunity.
PA360 packed the day with practical content from top experts, giving you real takeaways you can use to build a stronger business and deliver even better outcomes for your clients.
With 5.5 hours of accredited CPD, come join us, connect with your peers, and get future-ready.
Morningstar Investment Conference UK
May 7, Convene Sancroft, St Paul's
Every investor evolves. Markets change, life stages progress, and guidance can’t afford to stand still. The Morningstar Investment Conference provides advisers and financial experts with cutting-edge research, expert insights, and thorough analysis. Register for updates today to develop your practice for today’s evolving investor.
PFS Regionals
20 May, Shrewsbury, England
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
PFS Regionals
22 May, Belfast, Northern Ireland
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
June
PFS Regionals
3 June, London, England
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
The #langcat Tech Catwalk
5 June, London, England
The #langcat wants to give innovative firms—especially those flying under the radar—a platform to showcase the tech advisers and planners might be using in the near future. These companies might be pre-revenue or just out of startup mode, but what matters is that their ideas are genuinely different and potentially valuable to UK advice professionals.
Five standout firms will be invited to present, facing questions from a panel of industry legends and the audience. The event will also feature lively discussions and keynotes from some seriously interesting voices.
PFS Regionals
5 June, Exeter, England
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
PFS Regionals
10 June, Preston, England
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
PFS Regionals
12 June, Northampton, England
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
PFS Regionals
17 June, Cambridge, England
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
PFS Regionals
19 June, Edinburgh, Scotland
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
PFS Regionals
24 June, Harrogate, England
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
PFS Regionals
26 June, Cardiff, England
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future
Protection is equally relevant to both new and existing clients. However, today it is often under the radar. As advisers, we need to give protection the consideration it deserves in our clients plans.
July
Next Gen Conference
9-10 July, Manchester, England
We don't think that sitting in front of PowerPoint presentations all day helps you to grow and develop. This conference breaks free from traditional tired formats and Groundhog Day presentations.
The ELEMENTS 25 conference gives a platform to new ideas and new voices in the world of finance.
This is a true celebration of the financial planning profession, bringing together some of the best talent in financial planning and creating a strong, close-knit community.
August
September
Morningstar Wealth Adviser Series – Navigating the Evolving Pensions Landscape: insights and Strategies for Financial Advisers
10 September, Exeter, England
The past year has truly been the year of pensions, marked by highly anticipated changes to the industry and much discord. Clients are increasingly concerned about their retirement plans and the evolving pensions landscape. This event is designed to equip you with the latest knowledge to navigate these changes.
Join us to gain valuable insights and exchange ideas with peers and industry experts over lunch.
Morningstar Wealth Adviser Series – Navigating the Evolving Pensions Landscape: insights and Strategies for Financial Advisers
11 September, Bath, England
The past year has truly been the year of pensions, marked by highly anticipated changes to the industry and much discord. Clients are increasingly concerned about their retirement plans and the evolving pensions landscape. This event is designed to equip you with the latest knowledge to navigate these changes.
Join us to gain valuable insights and exchange ideas with peers and industry experts over lunch.
Morningstar Wealth Adviser Series – Navigating the Evolving Pensions Landscape: insights and Strategies for Financial Advisers
16 September, Preston, England
The past year has truly been the year of pensions, marked by highly anticipated changes to the industry and much discord. Clients are increasingly concerned about their retirement plans and the evolving pensions landscape. This event is designed to equip you with the latest knowledge to navigate these changes.
Join us to gain valuable insights and exchange ideas with peers and industry experts over lunch.
Morningstar Wealth Adviser Series – Navigating the Evolving Pensions Landscape: insights and Strategies for Financial Advisers
17 September, Sheffield, England
The past year has truly been the year of pensions, marked by highly anticipated changes to the industry and much discord. Clients are increasingly concerned about their retirement plans and the evolving pensions landscape. This event is designed to equip you with the latest knowledge to navigate these changes.
Join us to gain valuable insights and exchange ideas with peers and industry experts over lunch.
Morningstar Wealth Solutions Events – The Future of Advice: Smarter, Scalable, Compliant
18 September, Manchester, England
One lunch, three powerful sessions. Discover how a Centralised Investment Proposition can revolutionise your advice practice; stay ahead with the latest market insights, and topical insights by our expert guest.
Morningstar Wealth Adviser Series – Navigating the Evolving Pensions Landscape: insights and Strategies for Financial Advisers
18 September, London, England
The past year has truly been the year of pensions, marked by highly anticipated changes to the industry and much discord. Clients are increasingly concerned about their retirement plans and the evolving pensions landscape. This event is designed to equip you with the latest knowledge to navigate these changes.
Join us to gain valuable insights and exchange ideas with peers and industry experts over lunch.
Morningstar Wealth Adviser Series – Navigating the Evolving Pensions Landscape: insights and Strategies for Financial Advisers
24 September, Birmingham, England
The past year has truly been the year of pensions, marked by highly anticipated changes to the industry and much discord. Clients are increasingly concerned about their retirement plans and the evolving pensions landscape. This event is designed to equip you with the latest knowledge to navigate these changes.
Join us to gain valuable insights and exchange ideas with peers and industry experts over lunch.
Morningstar Wealth Adviser Series – Navigating the Evolving Pensions Landscape: insights and Strategies for Financial Advisers
25 September, Norwich, England
The past year has truly been the year of pensions, marked by highly anticipated changes to the industry and much discord. Clients are increasingly concerned about their retirement plans and the evolving pensions landscape. This event is designed to equip you with the latest knowledge to navigate these changes.
The #langcat Home Games 5
30 September, Glasgow, Scotland
We’ve always considered our HomeGame events to be the biggest financial services events in Scotland, but this time we mean it. We’re planning a huge day and aiming for this to become the destination event for the financial sector in Scotland.
If you’ve experienced a lang cat event before you’ll know we always provide a day that goes above and beyond; one that constantly changes, engages and entertains as well as challenges and informs. And we’ll continue to make it fun – because we all need more of that.
October
Morningstar Wealth Solutions Events – The Future of Advice: Smarter, Scalable, Compliant
1 October, London, England
One lunch, three powerful sessions. Discover how a Centralised Investment Proposition can revolutionise your advice practice; stay ahead with the latest market insights, and topical insights by our expert guest.
PA360 North
2 October, London, England
This in-person, multi-stream management conference and exhibition offers you the opportunity to meet with a range of delegates and sponsors. We want to help you by inspiring ideas that will turn into tangible solutions that drive fulfilled and successful client-based outcomes at your firm.
More than 25 industry experts will be speaking across the most important issues for you and your business. Expect insightful discussions and presentations on topics from investment mega trends, to Consumer Duty, multi-asset investing, retirement planning, platforms, model portfolios and more.
Morningstar Wealth Adviser Series – Enhancing your value proposition with Morningstar Wealth
6 October, St Helier, Jersey
In today's rapidly evolving advice landscape, this event provides solutions to enhance your value proposition, demonstrate the value you add to your clients and streamline your practice; setting it up for long-term success in a Consumer Duty world. Whether you’re in growth stage, or looking to exit, this session focuses on getting you to the next stage.
Join us for lunch to gain valuable insights and exchange ideas with peers and industry experts.
Morningstar Wealth Adviser Series – Enhancing your value proposition with Morningstar Wealth
7 October, St Peter Port, Guernsey
In today's rapidly evolving advice landscape, this event provides solutions to enhance your value proposition, demonstrate the value you add to your clients and streamline your practice; setting it up for long-term success in a Consumer Duty world. Whether you’re in growth stage, or looking to exit, this session focuses on getting you to the next stage.
Join us for lunch to gain valuable insights and exchange ideas with peers and industry experts.
Morningstar Wealth Adviser Series – Enhancing your value proposition with Morningstar Wealth
14 October, Newcastle, England
In today's rapidly evolving advice landscape, this event provides solutions to enhance your value proposition, demonstrate the value you add to your clients and streamline your practice; setting it up for long-term success in a Consumer Duty world. Whether you’re in growth stage, or looking to exit, this session focuses on getting you to the next stage.
Join us for lunch to gain valuable insights and exchange ideas with peers and industry experts.
Morningstar Wealth Adviser Series – Enhancing your value proposition with Morningstar Wealth
15 October, Glasgow, Scotland
In today's rapidly evolving advice landscape, this event provides solutions to enhance your value proposition, demonstrate the value you add to your clients and streamline your practice; setting it up for long-term success in a Consumer Duty world. Whether you’re in growth stage, or looking to exit, this session focuses on getting you to the next stage.
Join us for lunch to gain valuable insights and exchange ideas with peers and industry experts.
Morningstar Wealth Adviser Series – Enhancing your value proposition with Morningstar Wealth
16 October, Edinburgh, Scotland
In today's rapidly evolving advice landscape, this event provides solutions to enhance your value proposition, demonstrate the value you add to your clients and streamline your practice; setting it up for long-term success in a Consumer Duty world. Whether you’re in growth stage, or looking to exit, this session focuses on getting you to the next stage.
Join us for lunch to gain valuable insights and exchange ideas with peers and industry experts.
Morningstar Wealth Adviser Series – Enhancing your value proposition with Morningstar Wealth
22 October, Brighton, England
In today's rapidly evolving advice landscape, this event provides solutions to enhance your value proposition, demonstrate the value you add to your clients and streamline your practice; setting it up for long-term success in a Consumer Duty world. Whether you’re in growth stage, or looking to exit, this session focuses on getting you to the next stage.
Join us for lunch to gain valuable insights and exchange ideas with peers and industry experts.
November
More information to come.
December
More information to come.