Financial Planning Summit

12th October 2022 - Sandton

The conference will cover the latest developments in the financial planning landscape, including the future of financial planning, the pros and cons of vertically integrated financial planning practices, how to set up your practice for continued growth and expansion, technology developments that are reshaping the industry as well as many other relevant subjects. Leading local and international experts in their respective fields will be speaking at the event.

Previous topics include:

  • Five industry trends reshaping financial advice around the world.

  • Solving for efficiencies in your practice and client reporting.

  • The critical questions financial advisers should be asking investment managers, platforms and other such providers to your clients benefit.

  • Why mergers in financial advisory practices sometimes fail.

  • The future of wealth management and how companies are innovating to keep ahead.

  • Who will buy your practice when it’s too late to plan for succession.

  • How you can scale your advice practice through the effective use of technology.

Registration coming soon