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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“Breadth of presenters and details they were happy to share. Take my hat off to the organisers. Very well done. 100%. As a growing business, very meaningful, the conference reinforcing a lot of what we are doing, helping stay on the journey despite the barriers, and new ideas to alter course as needed”
Jason Petersen
Head of Advice Wealth Management, 5 Financial
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“Keeping up to date, stimulating ideas, hearing what other practices are doing and how they are feeling. It was above expectations, seamless in fact. Audio and visual both excellent”
Kathy Hickey
Operations manager, Zone Financial
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“Hearing current practitioners ideas, challenges and successes – it’s all relevant and provides wonderful perspective at a time when we are mingling less (if at all) and losing that community feel and engagement amongst us. It was a fabulous event. Some great best practice sessions were shared!”
Jill Tunkin
National practice consultant, Lifespan Financial Planning
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.