Financial Advice NZ’s next National Adviser Conference will be held over three days in April 2025.
The organisation’s CEO Nick Hakes says its annual conference is the best place for combining “big-picture thinking” around industry expectations, sector disruption, and change with peer-to-peer collaboration.
“Everyone’s business is different, so taking learnings from multiple people doing great things is one of the best ways advisers can improve their value to clients,” he says.
Confirmed to speak at the Shaping the Future of Advice conference in Christchurch on April 1-3 are:
• Dante de Gori, Global CEO of the Financial Planning Standards Board from the US
• Samantha Barras, Chief Executive Officer, Financial Markets Authority
• Sir Ian Taylor, NZ technology innovator and storyteller
• Dr Katherine Hunt, Director Finology Institute, Portfolio Construction Forum
• Tim Farrelly, CIMA, Principal, Farrelly’s Investment Strategy, Australia
“Over the last six months, we have listened and gathered specific feedback from advisers on the critical issues, challenges, and opportunities facing advisers today,” says Hakes.
“We are at an important inflection point for the financial advice industry, advisers are operating in an environment of significant change and distraction, consumer expectations are changing, and the identity of advisers is being challenged by the need to adapt their business models and advice delivery styles.”
Early bird registration for the conference closes 30 November 2024. Click here to register and find out more.