All topics

The Financial Planning Summit agenda will cover the latest developments in the financial advisory landscape including:

  • The future of financial planning
  • Taxation, trusts and dual citizenship opportunities
  • Big data and the modernization of life assurance
  • Latest developments in healthcare insurance
  • Behavioural economics in retirement
  • Technology developments that are reshaping the industry
  • Setting up your practice for continued growth and expansion
  • The pro’s and con’s of vertically integrated practices