Event Summary

Wealth Professional Innovation and Strategy Summit

Disruption is not a one-time event; it is an on-going expectation to innovate that shapes business models, customer behaviours and the industry as a whole. As we face rapid changes in the financial services industry, it is changing the way financial advisors are helping clients plan their future.

A financial advisor’s goal is to support their clients at every life-stage and be a trustworthy resource for their clients as they manage their financial future. In order to do this successfully, it’s imperative for financial advisors to have tools needed in a changing landscape to connect with investors.

We have put together an exciting, action-packed day that will focus on an innovative and holistic approach to wealth management and cover top investment and wealth strategies, regulatory updates, emerging technologies and practice management techniques.

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Innovation and Strategy Summit

29 May, 2019

Learn with us


Why Attend

Join us to tackle the challenges that matter to wealth professionals like you, and:

Gain insights on top investment strategies that will help grow your client’s portfolios

Learn how to build your brand and leverage social media to grow your business

Hear from industry experts and keynote speakers on newsworthy topics

Network with your peers and top industry professionals

Gain CPD credits


Who should attend

This is the perfect event for financial planning professionals, CPAs, financial advisors, investment advisors and portfolio managers to unite for a timely program – offering a holistic approach to wealth management, covering top investment and wealth strategies, regulatory updates, emerging technologies and how to market your business.