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The Morningstar Investment Conference provides financial advisors and experts with an opportunity to remain up to date with the latest research, insights, and analysis, enabling them to better serve their clients. As investors evolve and markets change, it is essential for advisors to continually develop their practices to meet the needs of today's investor. Register now for the 18th anniversary of the UK conference with CPD eligible content. Ensure that you are equipped with the knowledge and tools necessary to thrive in this ever-evolving industry. For further information and to book your place click here
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Discover practical strategies for simplifying your next CASS audit, reducing stress, and ensuring compliance with confidence.
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Deepen your expertise in client asset protection and stay ahead of evolving regulatory requirements with practical, hands-on guidance.
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Get practical guidance on creating your first Consumer Duty Board Report. This masterclass covers key requirements, structure, and best practices to ensure your report meets FCA expectations and demonstrates good consumer outcomes. Learn how to prepare, write, and review with confidence.
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In this interactive session, you will examine the lessons learnt from recent reputational incidents to ensure your firm is prepared to tackle existing and potential threats. In addition, you'll take away a toolkit of battle-tested frameworks, proven strategies, and key resources to better measure, manage, and monitor risk in your firm.
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Europe’s flagship ETF event provides investors and the wider ETF ecosystem with insights into the trends shaping the European ETF market over the next 12 months. This is an ecosystem that is experiencing dramatic growth and change so we believe it is crucial attendees gain an edge in an increasingly competitive market. Day 1 is for professional investors only. Hear from leading experts on the latest ideas around asset allocation and portfolio construction, all through an ETF lens. Topics include: - The fixed income conundrum and the role of ETFs - Analysing Europe’s ETF product pipeline - What next when allocating to China? - ETF investing in volatile markets Day 2 is open to the wider ETF industry where we will explore the crucial developments from across the European ETF ecosystem. Topics include: - Key ETF regulatory developments - Changes in Europe’s market structure - The shifting indexing landscape - The future of ETF trading Contact information: - Bob Shearwood: bob.shearwood@etfstream.com +44 20 3922 0877