At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change in wealth management.
Attendees gained a profound understanding of the economic dynamics shaping the wealth management landscape, gaining a unique opportunity to explore the forces driving change in both domestic and global financial markets.
Attendees discovered how to drive better outcomes with channels that empower. The event focused on strategies that resonate with investment advisers, financial planners, professional investors, private wealth advisers, HNWIs, family offices, and the broader wealth management industry.
Our carefully curated agenda featured weighted panels and astute keynote speakers, ensuring a day of unrivalled economic and fiscal learning.
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....