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.
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23rd Nov 2021 In-person and virtual
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.
| Time | Session | Speakers |
|---|---|---|
10.30 | Registration, tea & coffee | |
| 11:00 | Welcome | Paul Abberley, Chief Executive Office, Charles Stanley |
| 11:10 | Economic Outlook | John Redwood, Chief Global Strategist, Charles Stanley |
| 11:25 | Value for money | Dan James, Head of Asset Management, Charles Stanley |
| 11:45 | Future of the advice industry | Keith Richards John Porteous, Head of CFS, Charles Stanley Sean Osborne, Group Head of Sales, Charles Stanley |
| 13:00 | Lunch | |
| 14:30 | Future proofing your business | Louise Jeffreys, Managing Director, Gunner & Co |
| 15:00 | Vulnerability 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 |
| 16:30 | Drinks reception | |
| 18:00 | Close |