- Has Consumer Duty had the desired impact so far and what are the long-term expectations for advisers to remain compliant?
- What needs to be done to future-proof financial advice?
- How can bonds, equities and real assets be used to diversify portfolios and meet client specific goals in a time of market volatility and uncertainty?
- How can advisers best place themselves to offer sustainable advice in line with client priorities?
- What are the key regulatory changes that will affect advisers in the year to come?
- How can advisers secure the most appropriate and cost effective PII cover for their business?
Financial Advice Forum
As the world continues on a path of rapid change, the financial advice profession finds itself in a period of evolution. Faced with significant challenges in the form of unpredictable market conditions, inflated costs of living and evolving customer demands, advisers must also come to terms with a host of regulatory reforms which will change the face of the advice sector and redefine its standards. How can advisers keep pace with the change whilst continuing to structure advice for the benefit of their clients? How is Consumer Duty helping to set new standards for the profession and how can businesses and individuals best prepare themselves to deliver advice to the next generation?
Celebrating its 5th anniversary, FTAdviser's annual Financial Advice Forum will look to answer these questions whilst exploring the key issues facing advisers across regulation, financial planning, later life, pensions and investments.
Hosted at the Leonardo Royal Hotel London City on 28th September 2023, this one day event will gather financial advisers, planners, regulators, industry associations and governing bodies as well as those who service the advice sector for a day of thought leadership discussion, lively debate and high level networking.
KEY DISCUSSION POINTS
CII ACCREDITED
Delegates participating in the accredited Financial Advice Forum can earn up to 7 CPD hours towards the CII / Personal Finance Society member CPD scheme. You will learn new approaches to meet the various challenges that financial advisers face.
You will hear from experts about ways to develop soft skills to help advise clients, develop your technical understanding of pension regulation, tax and investment planning, and discover methods to succession-proof your businesses.
This event will also help you gain best-practice examples shared by industry peers, to help inform your own knowledge and enable you to share these learnings with your own colleagues.
Supporting Partners
FTAdviser is the award-winning source of news and opinion for the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues.
The strength of FTAdviser comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser team.
FTAdviser can trace its history back to 1988 after the Financial Services Act 1986 defined for the first time the role of the independent financial adviser.
Asset Allocator is a newsletter tailored to wealth managers, fund selectors and discretionary fund managers.
The service’s proprietary fund and asset allocation databases, compiled using information provided by the UK’s leading DFMs, give readers unique insights into the issues that drive investment decisions.
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