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Home>Events>Researcher Forum>2025 Researcher Forum>
2-3 December 2025 | Blue Mountains, NSW

2025 Researcher Forum

The event is 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.

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On Practice

Adviser equity stakes prevent conflict over client custody

Beata KuczynskaJune 13, 2025
Regulation

ASIC bans licensee tied to failed Shield, First Guardian master funds

Chris DastoorJune 13, 2025
Private Credit

Dispersion of private credit manager skill a minefield for investors

Lachlan MaddockJune 12, 2025
Regulation

‘Popularity doesn’t equal credibility’: ASIC joins global finfluencer crackdown

Beata KuczynskaJune 12, 2025
Opinion

Productivity fix needed to boost capacity to 200 clients per adviser

Neil YoungerJune 11, 2025
Regulation

ASIC scores win against unlicensed ‘pump-and-dump’ schemers

Beata KuczynskaJune 11, 2025
InFocus

The crucial role of strategic diversification in uncertain times

Professional PlannerJune 11, 2025
Investor Insight

Optimising portfolio construction for managed accounts

Frances TaylorJune 11, 2025
Industry
1

Licensee head predicts 1000 advisers to depart by year end

Beata KuczynskaJune 10, 2025
Regulation

ART warns ASIC on private market evergreen funds, regulatory duplication

Lachlan MaddockJune 10, 2025
Compliance

ASIC grants limited no-action on deficient fee consents due to DBFO change

Chris DastoorJune 6, 2025
Opinion

Trump highlights the value of advice

Andrew FairweatherJune 6, 2025
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Media

Video

Tariffs, trade wars and reverse globalisation

Video

US exceptionalism and AI demand

Video

Keep calm and diversify

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23 - 24 June, 2025

Licensee Summit

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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.

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