In today's rapidly evolving advice landscape, this event provides solutions to enhance your value proposition, demonstrate the value you add to your clients and streamline your practice; setting it up for long-term success in a Consumer Duty world. Whether you’re in growth stage, or looking to exit, this session focuses on getting you to the next stage.
Join us for lunch to gain valuable insights and exchange ideas with peers and industry experts.
SESSION HIGHLIGHTS:
Preparing to sell your advice practice with Catalyst Partners
Andy Cumming, Partner, Catalyst Partners
Andy will guide you through the ins and outs of preparing to sell an advice firm. The process can be an emotional one for business owners which requires support to achieve the right outcome for clients, their staff and themselves.
The Use of Technology in Pensions Management
Michael Langton, Business Development Manager, Morningstar Wealth
A session focused on the importance of pensions flexibility and the expanding role of technology in pension management. Discover how to leverage digital tools for better client engagement, pensions administration, and delivering personalised advice. Could the Morningstar Wealth Platform’s recent pensions proposition enhancements help you streamline your pensions administration?
Investing when the only certainty is uncertainty
Mark Preskett, Senior Portfolio Manager, Morningstar Wealth
This session explores Morningstar Wealth’s 400+ strong research and investment team's views on the current investing environment. Where are the opportunities and how do we shut out the noise to focus on building robust portfolios able to succeed in a range of possible scenarios?
NEXT EVENT
SPEAKERS
Andy Cumming
Partner,
Catalyst Partners
Michael Langton
Business Development Manager, Morningstar Wealth
Mark Preskett
Senior Portfolio Manager, Morningstar Wealth
UPCOMING EVENTS:
Guernsey
Tuesday 7 October
CPD hours available. Places are limited. Reserve your FREE spot today.
Don't see your city listed? Let us know if you'd like us to come and visit you.
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