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

4th November 2026

12pm-1pm
Topic

Key issues for advisers to consider in 2027
Learning objectives
  • How firms are beginning to change the way they store client data to be more independent of individual tech suppliers
  • Cyber Security is not a key consideration for all firms – what changes should advisers be making to the way they work
  • Which new systems can drive significant efficiency improvements for advice firms in 2027
  • How can advisers more easily assess oof their tech stack is right for their firm and where they can get help in assessing it
Interested in attending? Click the button below to book your place.

Forthcoming 2026 sessions

Date
Topic
Learning objectives
2nd December 12pm-1pm

How has technology changed the industry in 2026?

 To be agreed

PREVIOUS SESSIONS

Key Learnings and Audio Bites

2026 Forums

Preparing Staff for the impact of AI – September

Consumer Duty Three Years On – July

Latest advances in AI – and how advisers are using them – June

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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