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

25th February 12pm-1:30pm
Topic

Key Learnings and Takeaways from EATT 2026

 
Learning objectives
  • Key elements from Ian Mckenna’s keynote speech,
  • Results from the polls, and
  • We will also show the videos from the three best in show winners and discuss their propositions.
Register here

4th March 12pm-1pm

Goal based planning – The evolution of cashflow planning and how that has become a core feature of advice for advisers and clients
  • 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
Register here

2026 Dates – topics tbc

22 April 2026
13 May 2026
3 June 2026
8 July 2026
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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