Agenda

We're being deliberate in creating networking time called Growth sessions, so you can foster new connections. Join other advisers and meet experts from Morningstar.

Taking learnings from other demanding endeavours, this session looks at what advisers can do to manage volatility with clients and excel under pressure.

With Consumer Duty now implemented, advisers will hear directly from regulatory experts on their interpretation, including ESG-related matters. 

In this panel session we will discuss strategies to succeed as a financial adviser with two contrasting firms. Covering technology, client experience, fee models, recruitment and more.

With interest rates changing trajectory, who stands to win? How can you communicate the role of bonds in this environment? Do areas of elevated yield come with unwanted risks?

The two largest economies in the world and their respective stock markets are currently on differing paths. The U.S. market has hit all-time highs while Chinese equities hit five-year lows. This session will see an Asian Equities fund manager and Global Equities manager go head-to-head discussing their views, what they’re avoiding, and where they see the best opportunities.

In this session, we'll cover artificial intelligence in financial planning, including how financial planners can leverage this in their digital activities.

Gillian Hepburn will give an overview of current trends in wealth transfer, before delving into the opportunities and threats this poses. How can you quantify this for your business and address the challenge of retaining assets? Why should you also be considering female clients when developing a strategy? 

The recent emergence of artificial intelligence as a primary driving force within global markets has demonstrated to many that traditional investment lenses such as sector or geography are not adequate to fully capture the drivers of growth in a hyper-globalised World. 

In this session we introduce a new framework for evaluating thematic investments before discussing which stocks and funds can be used to play current themes. 

What people are looking for, and what they most benefit from, can be two different things.  And when it comes to hiring a financial adviser, this diverge between want and need can be pronounced.  In this talk, Ryan will present empirical research results from a study asking investors “why they hired their financial adviser” and examine both the surface and deeper motivations people have as they make this important decision.  We conclude the presentation by offering concrete steps to help advisers better articulate their value proposition in a way that addresses both the salient (top of mind) and the often-unspoken needs clients have when choosing to engage with an adviser.

Matching an investment strategy to both the environment and your clients needs requires great care. We’ll segment the major client milestones and look at investment strategies that can improve the likelihood of them exceeding their goals.

Advisers are considering non-traditional asset classes more than ever, with private markets offering new, exciting opportunities for clients. What sits below this trend and what are the primary access points to consider?

In our research, from over 100 advisers, artificial intelligence was the number one topic you want discovered. We bring some of the industry’s biggest experts together to bring a practical client-centric approach. How can emerging innovations enhance services without compromising relationships? What's the smartest way to leverage automation? Our panelists will discuss practical applications, provide strategic guidance on working alongside “smart” tools, and debate how AI and human talent can productively collaborate. By charting a prudent path forward, one that synthesises the best of technology and human touch, institutions can build towards a thriving tech-enabled future. Join our vibrant discussion as panellists debate tough trade-offs, pragmatic solutions and how to future-proof for what lies ahead.

Kindly sponsored by Jupiter Asset Management