About the event

The Future of Wealth event series has been designed to provide delegates with insight into the ways that our industry is changing, why it is changing and what they can do to position their practices and their licensees to benefit from the opportunities which are created. Following a year of change inside and outside of our borders in politics, education and global markets, we are looking to ensure that you have the information you need to make decisions for your business and your clients.

Using our long standing and unique position in the industry we will be pulling together the key thinkers from politics, industry bodies and business.  The aim is to create a forum which encourages discussion, allowing delegates to ask questions and helping them get into the details on key areas of concern.  The Future of Wealth event series is unique in that we don’t just discuss issues, but we report and publish our findings, we then use these findings to drive positive change in the industry.

The Future of Wealth Advice conference is hitting the road in 2019 and its first stop is Sydney.  Following on the tremendous success of the 2018 event, 2019 looks to build on key themes around politics, professional standards, investment processes and technology. Importantly we also want to look at the way advice businesses are evolving, as more independent firms become established, how are operating models changing, how is risk being managed and what opportunities present. At a time when advisers are looking to find cost-savings aimed at giving them more client-facing time, we will be looking at real life examples to see if technology is delivering on the promises firms are making.