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One of the better conferences I’ve been to in some time, with the breadth of presenters and details they were happy to share. Take my hat off to the organisers. Very well done.
Jason Petersen
Head of advice wealth management, 5 Financial
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Exceeded my expectations, was seamless in fact. Beneficial keeping up to date and hearing what other practices are doing and how they are feeling.
Kathy Hickey
Operations manager, Zone Financial
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Loved the whole experience – this is definitely something I would consider as an annual must attend, great to hear from other advisers and how they are feeling in our ever-changing world.
Lee Mowat
Chief operating officer, Olive Financial Markets
23 - 24 June, 2025
Licensee Summit
2 - 3 December, 2025
Researcher Forum
For key influencers in portfolio construction for financial advisers, including executives across research houses, asset consulting, responsible entities and managed accounts/platforms.