Researcher Forum
The evolution of research
This panel looks at the evolution of research and asks what are the appropriate structures, governance measures and qualifications needed within the research industry to advance advice outcomes.
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Researcher Forum
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A wide range of topical issues covered with good content and speakers. Conference provided insights and different views on some very topical issues.
Allan Bowles
Senior manager, retirement solutions, Rest
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Exceeded expectations. Speakers were great and the debate lively and interesting even in the digital format.
Tim Dowling
Research relationship manager, Allianz Retire+
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Good range of speakers and topics, great for a self-licensed business.
Jennifer Porter
Chief executive, Bloom Advisory Group
7 March, 2022
Researcher Forum
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
6 - 7 June, 2022
Licensee Summit
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
19 July, 2022
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.