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Home News

Momentum Media launches Adviser Innovation Summit 2021

One of the most popular events on the financial adviser calendar is back and better than ever in 2021, delivered in a physical format for the first time since the pandemic hit.

by Reporter
March 31, 2021
in News
Reading Time: 2 mins read
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Taking place on 1 June in Sydney and 8 June in Melbourne, the Adviser Innovation Summit will provide practitioners with the exclusive opportunity to hear from and network with industry experts, thought leaders and keynote speakers on the cutting edge of innovation.

Brought to you by ifa sister title Adviser Innovation and principal partner BT, the Summit will showcase new-generation tools and strategies to secure and retain client relationships and grow your business as the advice industry experiences a once in a generation transformation.

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Speakers confirmed for the event so far include renowned futurist Rocky Scopelliti, adviser business coach Stewart Bell, best-selling author Nigel Collin and BizPay chief executive David Price.

“With the immediate impacts of the COVID pandemic beginning to recede, advisers must now turn their minds to how they are going to re-engineer their business to be efficient, engaging and resilient in the face of industry change,” ifa and Adviser Innovation editor Sarah Kendell said.

“As one of our most popular events in 2020 with almost 1,500 advisers attending, it’s clear the themes of innovation, agility and disruption are front of mind for forward-thinking practitioners. 

“This year’s Adviser Innovation Summit aims to raise the bar yet again by giving attendees a front-row seat to innovations going on in our and other industries, inspiring business owners with practical tools and strategies they can implement to future-proof their practice.”

“The Adviser Innovation Summit has proven to be a key industry event and we are proud to be supporting the Summit for the second year running,” said Kathy Vincent, managing director, platforms, investments & operations, BT.

“As the first to introduce wrap platforms to Australia, BT has been committed to innovating advice solutions for 50 years. More recently, BT Panorama was awarded ‘Best Mobile Platform’, ‘Best Client Portal’ and ‘Best Online Business Management’, in the Investment Trends Platform Competitive Analysis and Benchmarking Report.

“Now, more than ever, advisers are using technology to create business efficiency and manage compliance and regulatory requirements.  Throughout the Summit we look forward to sharing industry challenges, ideas and experiences to help drive the next wave of advice innovations.”

Click here for more information on the Adviser Innovation Summit 2021.

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