Past event

The future is now

This November we held our Hybrid Adviser Forum, the future is now, to reflect on the year that was and what these rapid shifts mean for the future of advice.

23rd Nov 2021 In-person and virtual

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Overview

The last 18 months has changed the world as we know it, forcing shifts in technology, behaviours and attitudes beyond anyone’s expectations. Now that we are cautiously beginning to leave lockdown behind, we held our first Hybrid Adviser Forum to reflect on the year that was and what these rapid shifts mean for the future of advice.

TimeSessionSpeakers

10.30

Registration, tea & coffee
11:00WelcomePaul Abberley, Chief Executive Office, Charles Stanley
11:10Economic OutlookJohn Redwood, Chief Global Strategist, Charles Stanley
11:25Value for moneyDan James, Head of Asset Management, Charles Stanley
11:45Future of the advice industryKeith Richards
John Porteous, Head of CFS, Charles Stanley
Sean Osborne, Group Head of Sales, Charles Stanley
13:00Lunch
14:30Future proofing your businessLouise Jeffreys, Managing Director, Gunner & Co
15:00Vulnerability within Intergenerational Wealth Transfer
Panel Discussion
Dr Eliza Filby
Matt Ward, Communications Director, AKG
Clive Worlock, Director of Private Clients, Charles Stanley
Sean Osborne, Group Head of Sales, Charles Stanley
15:45

Keynote

Ben Fogle
16:30Drinks reception
18:00Close