Financial Advice Forum

Optimising Client Centric Advice In An Ever-Changing World

FTAdviser’s annual flagship conference is returning in person this September. This conference, which qualifies for CPD, will help advisers, planners and paraplanners identify opportunities to grow their businesses, enhance personal knowledge and learn new ways to improve the client experience. The past decade has been a tumultuous one for financial advice. With regulatory reforms, unpredictable market conditions and inflated costs of living, financial advisers have had to weather many storms. Is a pensions dashboard truly in sight? What impact will revisions to the Consumer Duty have for advisers? How can you best position client portfolios against rising inflation and geopolitical uncertainty? And what do you need to do to succession-proof your business? Join us at Bracken House where experts from across the financial services industry will tackle these questions and more in conversation with our award-winning FTAdviser editorial team. Network with industry experts and join in the discussion at roundtable sessions of your choice.