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.

2026 AdviceTech Forum Programme

Date

8th July 2026

12pm-1pm
Topic

Consumer Duty 3 years on – what has worked well and where should tech providers give more support
Learning objectives

To be agreed
Interested in attending? Click the button below to book your place.

Forthcoming 2026 sessions

Date

9th September 12pm-1pm
Topic

Preparing staff for the impact of AI – how they can maximise their value to a business
Learning objectives

To be agreed
7th October 12pm-1pm

The impact of Open Finance on advice

 To be agreed
4th November 12pm-1pm

Key issues for advisers to consider in 2027

 To be agreed
2nd December 12pm-1pm

How has technology changed the industry in 2026?

 To be agreed

PREVIOUS SESSIONS

Key Learnings and Audio Bites

2026 Forums

Using automation to make it easier to deliver advice – May

Goal Based Planning – April

2025 Forums

AI & Suitability reports – November

Consumer Duty Reporting – July

connectivity between techstacks – May

AI & Suitability Reports – Feb

AI in Advice Firms – October

Client onboarding tools – June

Data Governance – March

Tech to support IHT – Jan

Click Here to view archived forums

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