John Brogden AM
Honorary president, Lifeline International
Matt Olsen
Director of manager research ratings, Morningstar Australasia
2024 Researcher Forum
THE NEW FRONTIER IN RESEARCH AND MANAGED ACCOUNTS
The Professional Planner Researcher Forum 2024 brings a new approach to a longstanding and successful event community. Held for the first time in a 1.5 day format in the NSW Blue Mountains, the forum will delve deep into emerging issues in the business and regulation of financial adviser-facing investment research in Australia.
Bringing together a unique and diverse set of stakeholders including research house executives, asset consultants, licensees, responsible entities, platforms and regulators, the forum will host discussions aimed at improving the investment research and advice ecosystem and aiding the fiduciary duty between advisers and their clients.
The event is designed specifically for key influencers in portfolio construction for financial advisers, including executives across research houses, asset consulting, responsible entities and managed accounts/platforms.
This forum has a strict eligibility criteria. Please register your interest today.
