Implemented Portfolios partners with Adviser Innovation Summit

The managed discretionary account operator has partnered with Momentum Media’s Adviser Innovation Summit.

Implemented Portfolios has signed on as a gold partner for the cutting-edge Adviser Innovation Summit, which will give advisers insights into the latest technology and investment solutions.

Phil Pilgrim, general manager – partnerships and distribution at Implemented Portfolios, will be a speaker at the event, all set to discuss his experiences in working with advice practices on delivering efficiencies and focusing more time on the client experience.

“We are delighted to be involved in AI Summit once again this year. We believe this event is a fantastic opportunity for financial advisers to gain access to the latest innovations in our space,” Mr Pilgrim said.


“During a time when the advice landscape is shifting so rapidly, this type of content is more relevant than ever for advice businesses and we are happy to be supporting them by partnering with Momentum Media to deliver this event both in person and virtually.”

The Adviser Innovation Summit will take place on 1 June in Sydney and 8 June in Melbourne, and 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.

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

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

Implemented Portfolios partners with Adviser Innovation Summit
ifa logo

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

from the web

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.