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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.
The 2024 Adviser Innovation Summit delivered an exclusive experience tailored to financial advisers. Delving into insights from the Quality of Advice Review, presented by industry experts. Attendees discovered transformative strategies, business insights, and cutting-edge ideas to revolutionise client engagement.
Delving into the two-tiered advice system, speakers explored streamlined statements of advice, discussed harnessing technology for smoother practices, and mastering strategies for connecting with clients across generations, focusing on personalised intergenerational wealth transfer journeys.
Attendees left the summit with the knowledge to navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learned the characteristics of a successful business.
Register your interest for 2025 today and prepare to delve into the trends that will influence 2025.
2025 dates to be announced
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Recognising the women leading the charge in the financial services sector
The national awards program was designed to recognise and acknowledge the leading women influencing the Australian finance industry.
This is the benchmark for excellence around Australia, and year after year recognises the outstanding contribution made to the profession, propelling the industry forward.
This year, we will once again celebrate the best of the best over a range of categories, from entrepreneurs to CEOs, from accounting and banking and finance, and much more.
Take the first step to being recognised at a national level and build a reputation for excellence. The awards are open to all female professionals and businesses operating across Australia.
Friday, 10 November 2023 • The Star, Sydney • Welcome reception: 6:00pm • Official start: 6:30pm • Black-tie
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