Be the first to hear about Adviser 3.0 2024

The easiest way to be informed of all things Adviser 3.0 2024, is to register your interest, just here!

Our Exceptional Speakers

Abraham Okusanya

Founder & CEO

Timeline

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Ola Abdul

CEO

Fundment

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Sean Hagerty

Managing Director

Vanguard Europe

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Baroness Brady of Knightsbridge CBE

Vice chairman of West Ham United, a Peer in the House of Lords and Lord Sugar's adviser on The Apprentice.

Seth Godin

Seth is a world-class speaker, teacher, and a best selling author and will be appearing at Adviser 3.0 via satellite.

Robin Wigglesworth

Editor, Financial Times Alphaville and author of Trillions.

Let's Go Again!

Let's take a quick look back at Adviser 3.0: Change Agents.

Our Exceptional Speakers

Abraham Okusanya

Founder & CEO

Timeline

View Slides

Ola Abdul

CEO

Fundment

View Slides

Sean Hagerty

Managing Director

Vanguard Europe

View Slides

Seth Godin

Seth is a world-class speaker, teacher, and a best selling author.

Robin Wigglesworth

Editor, Financial Times Alphaville and author of Trillions.

Baroness Brady of Knightsbridge CBE

Vice chairman of West Ham United, a Peer in the House of Lords and Lord Sugar's adviser on The Apprentice.

Tech Talks & TED Talks

Thomas Hogg
Product Lead

Breaking through the bullsh*t with tech that works

The fields are strewn with broken promises and lofty ambitions for financial advice technology. Having struggled with integrations ourselves, we have found that it is often easier to build our own tech than it is to rely on third parties. Find out what we are building and how it breaks through the bullsh*t to be truly transformative for your business and your clients.

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David Ferguson
CEO

Platform 3.0… It’s the end of the (platform) world as we know it

Control closer to clients, truly digital tech and much lower costs. Why the jump from platform 2.0 to platform 3.0 is mightily more significant than the shift from fund supermarkets to wrap platforms. And why most of the 2.0 group will go to zero…

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Chris Davies MSc.
Founder and CEO

The future of compliance

This session with demonstrate Model Office RegTech capabilities in automating compliance diagnostic, gap-analysis and audit report activities across issues such as the Consumer Duty and providing quality MI and data analytics to evidence compliance and reduce compliance costs and time.

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Andrew Smith
Chief Digital Officer

The value of incumbent platforms and why they continue to be relevant for advisers?

What value do incumbent platforms offer and why will they continue to be relevant for advisers? What is the Nucleus strategy? Why are APIs so important? How best to connect the advice ecosystem? What is the value of scale and efficiency in the modern advice landscape?

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Tech Talks & TED Talks

Thomas Hogg
Product Lead

Breaking through the bullsh*t with tech that works

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David Ferguson
CEO

Platform 3.0… It’s the end of the (platform) world as we know it

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Chris Davies MSc.
Founder and
CEO

The future of
compliance

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Andrew Smith
Chief Digital Officer

The value of incumbent platforms and why they continue to be relevant

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Tech Talks

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Mark Fitzgerald
Head of Product Specialism

The ESG Data Conundrum

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Tom Dunbar
Chief Development Officer

Transact's technology strategy

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Kirsty du Toit CFP Director of Financial Planning UK

A Financial Picture is worth a 1000 Decisions

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Andrew Tiley
Chief Product Officer

Innovate or
Stagnate

Tech Talks

Watch The Full Session

Mark Fitzgerald
Head of Product Specialism

The ESG Data Conundrum

Building investment solutions that aim to satisfy a broad spectrum of investors' ESG preferences whilst also providing the best chance for investment success is not straightforward. Mark will highlight some of the challenges that his team have to work through when designing ESG investment products, and the principals that Vanguard have used to construct their product range.

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Tom Dunbar
Chief Development Officer

Transact's technology strategy and what it means for advisers

Tom will discuss the myths around Transact technology and talk about Transact's digitalisation and API strategies, progress and future plans. And most importantly, how Transact will continue to make financial planning easier for advisers and reduce risk and cost their business.

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Kirsty du Toit CFP
Director of Financial Planning UK

A Financial Picture is worth a 1000 Decisions

Take a look at what gets clients' wheels spinning, together with the role Asset Map plays in enabling it. Find out how to improve advice engagement and help clients relate to your value and take ownership of the decisions needed to move them forward.

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Andrew Tiley
Chief Product Officer

Innovate or Stagnate

Innovation is much talked about in the Financial Services sector, and increasingly so when it comes to Platforms, but it requires more than frenzied activity to be innovative. Join Andrew as he discusses how Fundment approaches innovation and product development. There could be an opportunity to showcase something new!

Breakout Sessions

Insightful Panels and Debates

Growth Strategies for
Ambitious Financial Planning Firms

Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years?

Million Pound
Solo Practice

What does it take to build a million pound solo practice and a life you love? Is it even possible?

Does ESG Investing Move the Needle in the Real World?

Financial advisers and investors are increasingly interested in incorporating ESG considerations into their investment strategies. However, the actual impact of ESG investing on the real world is still a subject of debate.

Succession Strategy - Navigating the transaction and the transition

Mike Parker is joined by Gretchen Betts, Rob Stevenson and Victoria Hicks to debate the options available to Practice Owners when the time comes to handover the baton.

Be the first to hear about Adviser 3.0 2024

The easiest way to be informed of all things Adviser 3.0 2024, is to register your interest, just here!

Timeline's events are always fun, informative and insightful, making you really stop and think. You can't beat their energy and dynamism in delivery and their creative approach to education and collaboration with the financial planning community.

Karen Ritchie

MD, Riseden Penn Financial Planning

Timeline's events never disappoint. Always punchy, always entertaining and always insightful. They are fearless in their pursuit of financial planning and investment solutions that best serve our clients. I can't wait to hear what comes out of this conference.