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 Albemarle Street Partners, Brooks Macdonald, Morningstar Wealth, Orbis Investments and Quilter.

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: • Helen Bradshaw, Portfolio Manager, Quilter

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Albemarle Street Partners, Brooks Macdonald, Morningstar Wealth, Orbis Investments and Quilter.

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.

Building on the FCA’s landmark Regulatory Priorities 2026 report and the imminent arrival of the Targeted Support regime, this session is designed to help IFA business owners navigate the boundary between high-value advice and scalable guidance.

This session provides a strategic breakdown of what the changes mean for the future of your firm. We will move beyond the compliance checklists to explore the business opportunity: how to use "Targeted Support" to nurture the next generation of clients without the operational overhead of a full suitability assessment. We will also address the FCA’s 2026 "Ongoing Advice" follow-up, focusing on how firms can move from static annual reviews to a data-led model of continuous value evidencing. Attendees will learn how to align their 2026 Board Reports with the regulator's focus on jargon-free communication and "targeted data collection," ensuring their firm remains not just compliant, but competitively positioned in a market increasingly defined by digital-first support and transparent value.

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Albemarle Street Partners, Brooks Macdonald, Morningstar Wealth, Orbis Investments and Quilter.