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Upcoming Event

Adviser Innovation Summit 2024

Tuesday, 4 June
Telstra Customer Insights Centre Sydney, NSW

Thursday, 6 June
Zinc at Fed Square, VIC

Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms.

Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry experts. Discover transformative strategies, business insights, and cutting-edge ideas to revolutionise client engagement.

Delve into the two-tiered advice system, explore streamlined statements of advice, harness technology for smoother practices, and master strategies for connecting with clients across generations, focusing on personalised intergenerational wealth transfer journeys.

Navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learn the characteristics of a successful business.

Reserve your spot today and delve into the trends that will influence 2024.

Upcoming Event

Australian Wealth Management Summit

Wednesday, 8 May 2024
The Star, Sydney

Summit registration:
8:00am AEST

Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of domestic and global economic affairs and setting the stage for transformative change in wealth management.

Gain a profound understanding of the economic dynamics shaping the wealth management landscape. Our summit provides a unique opportunity to explore the forces driving change in both domestic and global financial markets.

In collaboration with Australia’s foremost wealth publishing network, including Money Management, ifa, InvestorDaily, SMSF Adviser, and Super Review, we’re bringing you a conference with unparalleled insights and comprehensive coverage.

Discover how to drive better outcomes with channels that empower. Our event focuses on strategies that resonate with investment advisers, financial planners, professional investors, private wealth advisers, HNWIs, family offices, and the broader wealth management industry.