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Upcoming Event

Adviser Innovation Summit 2024

Tuesday, 4 June
Telstra Customer Insights Centre Sydney, NSW

Thursday, 6 June
Zinc at Fed Square, VIC

Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms.

Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry experts. Discover transformative strategies, business insights, and cutting-edge ideas to revolutionise client engagement.

Delve into the two-tiered advice system, explore streamlined statements of advice, harness technology for smoother practices, and master strategies for connecting with clients across generations, focusing on personalised intergenerational wealth transfer journeys.

Navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learn the characteristics of a successful business.

Reserve your spot today and delve into the trends that will influence 2024.

Upcoming Event

Australian Wealth Management Summit

Wednesday, 8 May 2024
The Star, Sydney

Summit registration:
8:00am AEST

Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of domestic and global economic affairs and setting the stage for transformative change in wealth management.

Gain a profound understanding of the economic dynamics shaping the wealth management landscape. Our summit provides a unique opportunity to explore the forces driving change in both domestic and global financial markets.

In collaboration with Australia’s foremost wealth publishing network, including Money Management, ifa, InvestorDaily, SMSF Adviser, and Super Review, we’re bringing you a conference with unparalleled insights and comprehensive coverage.

Discover how to drive better outcomes with channels that empower. Our event focuses on strategies that resonate with investment advisers, financial planners, professional investors, private wealth advisers, HNWIs, family offices, and the broader wealth management industry.

Upcoming Event

Australian Wealth Management Awards

Event date:
Wednesday, 8 May 2024
The Star, Sydney
Welcome reception:
6:30pm AEST
Official Event start:
Black tie

The premier awards night for the wealth management industry is here
The inaugural Australian Wealth Management Awards is here to bring you an unparalleled awards program that identifies the top businesses and professionals in the wealth management industry across the nation.

Winning an Australian Wealth Management Award is a desirable accolade for both individuals and businesses seeking to forge their role in the financial services industry and pinpoint professional development and innovation.

Network with the profession’s most senior ranks through to its rising stars, from start-ups to established or transformed businesses, including but not limited to asset and fund managers, super funds, insurance firms, innovative tech firms, dealer groups, custodians, ETF providers and financial advisers.

Get ready to celebrate in style at the 2024 black-tie gala event that will bring together leaders to celebrate the achievements and excellence of the industry’s best and brightest.