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 Agenda

Date

22nd April 12pm-1pm
Topic

Goal based planning – The evolution of cashflow planning and how that has become a core feature of advice for advisers and clients
Learning objectives
  • How are cashflow planning tools used across the industry?
  • Is cashflow planning adopted in the same way across advice firms or, are there variations in approach?​
  • What is the future of cashflow planning – where do you see advances for 2026
Date

13th May 12pm-1pm
Topic

How to enable large volumes of fully compliant platform transfers
Learning objectives
  • To be agreed
Date

3rd June 12pm-1pm
Topic

Latest advances in AI: how are advisers putting them into practice
Learning objectives
  • To be agreed
Date

8th July 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

2026 Dates – topics tbc

9 September 2026
7 October 2026
4 November 2026
2 December 2026

 

PREVIOUS SESSIONS

Key Learnings and Audio Bites

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

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