The Findings
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Positive Reduction - Is the Consumer Duty helping to close the advice gap?
Expert: Karl Cranswick Facilitator: John Chapman, Catalyst Partners
27 June 2024
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Private Markets - Democratisation and the opportunity for advice businesses
Expert: James Lowe, Sales Director, Private Assets and Investment Trusts, Schroders Plc Facilitator: Rupert Neville, Consultant
27 June 2024
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The Great (And Smooth) Wealth Transfer – Why advice is a family affair
Expert: Warwick Bloore, Senior Investment Specialist, Vanguard Facilitator: Paul Miles, Silverback Consulting
27 June 2024
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A snapshot of M&A activity - As well as the current and future trends in the sector
Expert: Anthony Turner, Corporate M&A Partner, Farrer & Co LLP Facilitator: Sharmil Patwa
13 June 2024
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Adapting to a world of three
Expert: Stephen Andrews, Portfolio Manager and co-Head of BlackRock's Global Emerging Markets Team Facilitator: Paul Kearney
13 June 2024