APPLY TO PARTICIPATE IN A WEALTH MANAGEMENT INDUSTRY DISCUSSION

Tuesday 28th August 3-5pm with drinks to follow

Sydney CBD, Australia. Venue TBD

Apply to participate in an open collaborative industry discussion about some very real challenges facing wealth management firms today. The discussion will be lead by industry leaders, advisers and participants to topics chosen by participants.

Starting topics will include:

  • What does “Client’s Best Interest” really mean?……and can I deliver it?
  • In a post Royal Commission world, how does a wealth manager deliver investor value, generate revenue, and maintain a margin?
  • When a financial product is sold, are the investors interests served first?