Our Exceptional Speakers
Baroness Brady of Knightsbridge CBE
Seth Godin
Seth is a world-class speaker, teacher, and a best selling author and will be appearing at Adviser 3.0 via satellite.
Robin Wigglesworth
Our Speakers
Abraham Okusanya
Founder & CEO -
Timeline
Heather Hopkins
Founder & MD -
NextWealth
Martin Jennings
CEO -
Parmenion
Our Speakers
Abraham Okusanya
Founder & CEO -
Timeline
Heather Hopkins
Founder & MD -
NextWealth
Ola Abdul
CEO -
Fundment
Gretchen Betts
MD - Magenta Financial Planning
Martin Jennings
CEO -
Parmenion
Cathi Harrison
Founder & CEO - The Verve Group
Matt Pitcher
Managing Partner - Altor Wealth Management
James Reiss
CEO -
David James Wealth
Stephen Gazard
Chief Distribution Officer - Quilter
Tech Talks & TED Talks
Thomas Hogg
Product Lead
Breaking through the bullsh*t with tech that works
David Ferguson
CEO
Platform 3.0… It’s the end of the (platform) world as we know it
Control closer to clients, truly digital tech and much lower costs. Why the jump from platform 2.0 to platform 3.0 is mightily more significant than the shift from fund supermarkets to wrap platforms. And why most of the 2.0 group will go to zero…
Chris Davies MSc.
Founder and CEO
The future of compliance
Andrew Smith
Chief Digital Officer
The value of incumbent platforms and why they continue to be relevant for advisers?
What value do incumbent platforms offer and why will they continue to be relevant for advisers? What is the Nucleus strategy? Why are APIs so important? How best to connect the advice ecosystem? What is the value of scale and efficiency in the modern advice landscape?
Our Breakout Sessions
Fear & Trust: Managing Client Behaviour
Rethinking Multi-Asset Portfolios in Retirement
Breaking Away & Striking Out
Clockwork: Operational Excellence
The Future
of Platforms
Secrets to Scaling Business
Innovation Unleashed: Tech Demos!
Innovation Unleashed: Afternoon Tech Demos!
Mark Fitzgerald
Head of Product Specialism
The ESG Data Conundrum
Building investment solutions that aim to satisfy a broad spectrum of investors' ESG preferences whilst also providing the best chance for investment success is not straightforward. Mark will highlight some of the challenges that his team have to work through when designing ESG investment products, and the principals that Vanguard have used to construct their product range.
Tom Dunbar
Chief Development Officer
Transact's technology strategy and what it means for advisers
Tom will discuss the myths around Transact technology and talk about Transact's digitalisation and API strategies, progress and future plans. And most importantly, how Transact will continue to make financial planning easier for advisers and reduce risk and cost their business.
Kirsty du Toit CFP
Director of Financial Planning UK
A Financial Picture is worth a 1000 Decisions
Andrew Tiley
Chief Product Officer
Innovate or Stagnate
Innovation is much talked about in the Financial Services sector, and increasingly so when it comes to Platforms, but it requires more than frenzied activity to be innovative. Join Andrew as he discusses how Fundment approaches innovation and product development. There could be an opportunity to showcase something new!
Don't miss out!
Get your tickets to what is probably the best adviser event of 2023!
We had a whale of a time, and I think you and your team are the best conferencing guys that I have yet to work with.
WHAT a Day! 🎉
A few pics from the day that capture the energy, joy and connections made. Enjoy!
Our Partners
