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In wealth and advice, most deals don’t fail at completion. They fail months later. …
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Free
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3
Location: Grant Thornton UK LLP
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
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£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: TBC
Location: London Excel
Wealth managers face structural pressure: margin compression, rising regulation, fragmented data and slow decision cycles. Incremental optimisation is no longer enough. The next competitive gap will be defined by operating velocity. The advice firms that win will redesign how decisions are made and executed, using agentic AI to accelerate speed, compress cost and unlock sustainable growth. …
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Free
Date & Time: 16th Apr 2026 (11:00 - 12:00)
CPD: 1
Location: Virtual
Culture isn’t what you say it’s what you can prove under scrutiny and this roundtable is where leaders test what really stands up. …
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Free
Date & Time: 23rd Apr 2026 (9:00 - 13:00)
CPD: 4
Location: DAC Beachcroft
Providing advisers and financial experts with cutting-edge research, expert insights, and thorough analysis. …
£7 – £19
Date & Time: 07th May 2026 (0:00 - 23:59)
Location: In Person
Turning Your AI Ambition Into Execution. …
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Free
Date & Time: 25th Jun 2026 (9:00 - 18:00)
CPD: 7
Location: Publicis Sapient