Our monthly online AdviceTech Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes.
We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions.
Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.
AdviceTech Forum Programme
2026 Dates and Topics TBC
PREVIOUS SESSIONS
Key Learnings and Audio Bites
2025 Forums
AI in Advice Firms – October
Consumer Duty Reporting – July
connectivity between techstacks – May
AI & Suitability Reports – Feb
Client onboarding tools – June
Data Governance – March
Tech to support IHT – Jan
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