As advisers look to deliver personalised advice at scale, technology and AI are playing an increasingly important role. This panel will explore how digital platforms are enabling more efficient, scalable advice models without compromising the client experience.
The regulatory landscape for financial advice continues to evolve, with ongoing reforms aimed at improving access to advice while maintaining strong consumer protections. In this keynote, Sarah Abood will unpack the latest policy and regulatory developments affecting advisers and share how advice businesses can navigate the changes, reduce complexity and continue delivering high-quality advice at a time when demand from Australians has never been greater.
Despite tough headlines, data shows practices offering life insurance are outperforming on revenue and profit. This panel explores how innovation and stronger insurer partnerships are reshaping risk advice.
How advisers can build a credible and compliant social media presence that strengthens personal brand, client trust and long-term business growth.
The opportunities and challenges of self-licensing, including the compliance, resourcing and governance considerations advisers need to weigh up.
A snapshot of current consolidation trends in the advice sector and what mergers and acquisitions mean for practice owners considering growth or exit strategies.
This session will explore how AI is reshaping the financial advice landscape, examining where the technology stands today, where it’s heading, and what it means for practice models and client relationships.
As firms sharpen their focus in 2026, retirement advice is emerging as a key driver of differentiation and profitability. This panel explores how evolving income strategies and deeper specialisation are transforming retirement advice and client confidence.
CoreData Keynote Session
*Agenda subject to change
If you're interested in speaking at the summit, please contact Joshua Vivian via email.