Join Our June Investment Forum
Our monthly online Investment 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.
Our June Forum will be on June 22nd, 2021 from 11 am -12 pm through Microsoft Teams, focusing on Suitability Report Automation and will feature an expert panel of both advisers and technology providers in discussion.