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In wealth and advice, most deals don’t fail at completion. They fail months later. …
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3 Location: Grant Thornton UK LLP

The wealth management industry is on the precipice of major transformation due to the upcoming great wealth transfer which will change the demographics of the customer base. The changes will have significant implications for the digital strategy of wealth organisations, which is likely to be a determining factor in whether firms will continue to thrive once wealth changes hands to younger and a more predominantly…
Free
Date & Time: 06th Mar 2024 (11:00 - 12:00)
Location: In Person
PIMFA Spring Networking Reception 2024 …
Date & Time: 21st Mar 2024 (18:30 - 21:30)
Location: In Person

The Morningstar Investment Conference provides financial advisors and experts with an opportunity to remain up to date with the latest research and insights. …
Date & Time: 01st May 2024 (8:00 - 17:00)
Location: In Person