Virtual event | Thursday, 23 October 2025 
Forward-looking, data-powered automated insights, continually updated to changing needs and circumstances
Individualized experiences tailored to the specific needs of clients right across the wealth spectrum
Holistic advice across a broad spectrum of traditional and new products and services
High levels of transparency and trust, underpinned by an overt duty of care
Stronger, clearer value creation for all stakeholders, with explicit links between advice, costs, and benefits
Enhanced global participation and accessibility, providing the benefits of advice to a wider audience
There are clear parallels with other sectors, such as the automotive industry. Not all cars are self-driven yet, but innovations in engines, fuels, diagnostics, route planning and driver assistance are rapidly changing our ideas of what cars are for and how we use them. In the same way the 2020s will change our understanding of financial advice (and the business models that support them) and, in the process, overturn our assumptions about strategy, operations, regulation and success in the wealth industry.
The Financial Planning Summit is all about the future business models in financial planning/wealth management and what you will need to remain relevant and competitive in a dynamic industry.
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