As regulatory costs and client expectations increase following the implementation of Consumer Duty, many business leaders are feeling squeezed. Fortunately, decades of behavioural science insights coupled with the scalability of AI provide the ideal tools to help advisers improve client outcomes while creating more time to develop the business. This session is designed to help the leaders of advice businesses make use of these tools by moving beyond theory to focus on practical implementation strategies.

By the end of this session, attendees will be able to:

• Fulfilling Consumer Duty: Learn how to embed behavioural nudges into your advice process to demonstrably improve and evidence positive client outcomes.
• Coaching Better Decisions: Discover practical techniques to help clients navigate emotional markets, avoid common cognitive biases, and stay committed to their financial plans.
• Driving Commercial Growth: Understand how a behaviourally informed client experience increases retention, generates stronger referrals, and ultimately builds a more resilient advisory business.
  

Cyber incidents are inevitable. The firms that recover fastest are those who have prepared properly. Using real life case studies, this session breaks down what effective incident readiness looks like, how to build assurance before a breach occurs, and how leaders can ensure systems, data and reputation are protected when the unexpected happens.

• The most common blind spots are found in firms’ defences.
• What effective incident readiness actually looks like.
• How to build an incident plan that works under pressure.
• Quick actions to reduce disruption and recovery cost.
  

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Brooks Macdonald, Clever Investment Management, Orbis Investments and Quilter.

Clever Investment Management - From Allardyce to Algorithms – What Sport’s Data Revolution Can Teach Fund Pickers

From football’s embrace of expected goals (xG), player heatmaps and predictive models to baseball’s Moneyball revolution, sport has shown that moving beyond gut instinct to evidence-based strategies, uncovers hidden value, challenges biases, and drives superior performance. Baseball’s use of sabermetrics to identify undervalued players revolutionised recruitment and team building; parallels that resonate strongly with portfolio construction and manager selection.

Traditionally, fund selection relied on reputation and historical returns, much like old-school scouting in sport. Today, as markets grow more complex, the need for data-driven, algorithmic approaches mirrors the evolution seen in football and baseball. This session examines how techniques such as predictive analytics, contextual interpretation of metrics and disciplined frameworks can help fund pickers avoid common pitfalls, such as over-reliance on headline statistics, and build adaptive, resilient investment processes.

By blending engaging sporting analogies with practical investment insights, the presentation argues that success in both arenas depends on moving beyond intuition towards a culture of informed, systematic decision-making.

Learning Objectives

1. Understand how analytics transformed football and baseball strategy and identify parallels in investment decision-making.

2. Learn practical techniques for applying quantitative insights to fund selection while avoiding common misinterpretations.

3. Explore how algorithmic tools and predictive models can create a more robust, adaptive investment process.

Speaker: George Cliff, Co-CIO and Research Director, Clever Investment Management

Quilter - Investing in the new world order

Markets and geopolitics are shifting quickly in 2026. Equities have hit record highs, gold has swung sharply, and doubts persist over the durability of the ‘AI bubble’. You are helping your clients to navigate a very different investment landscape from that of the last decade. WealthSelect Portfolio Managers, Stuart Clark and Helen Bradshaw, will examine the forces reshaping the global landscape and what they mean for portfolio construction. They will explore whether traditional investment principles remain fit for purpose, and outline how to maintain a disciplined, long-term approach when unpredictability becomes the norm.

By the end of this session, attendees will understand:

• The forces driving current market and geopolitical volatility.

• How this environment differs from the past decade and its implications for portfolio construction.

• How we’re navigating conditions within the WealthSelect portfolios - managing both challenges and opportunities.

Speaker: Stuart Clark, Portfolio Manager and Andy Miller, Lead Investment Director, Quilter

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Brooks Macdonald, Clever Investment Management, Orbis Investments and Quilter.

Client expectations are rising, technology is accelerating, regulation is tightening, and competition is no longer just the firm down the road—it’s digital platforms, global brands, and AI powered services.

This session brings together forward thinking business leaders who are actively focused on building brand-led, tech augmented, talent incubating, modern advisory businesses. They’ll share the strategies, structures, and mindsets required to build a resilient, scalable, and client centric firm for the decade ahead.

The financial advisory sector is experiencing an unprecedented talent shortage and the most successful advisers aren't just chasing the highest base salary – they're seeking environments where they can thrive professionally and personally.

This session provides a practical roadmap for IFA businesses to audit their online reputation, break the "negative review spiral," and build an Employee Value Proposition (EVP) that generates advocacy. We will discuss how to transform your firm’s culture into a measurable asset that reduces recruitment costs, eliminates "interview no-shows," and attracts the qualified talent necessary for long-term succession.

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Brooks Macdonald, Clever Investment Management, Orbis Investments and Quilter.