The final month of Autumn is looking busy, with many in person and virtual events rolling out across the industry. You can check out our list of them on our Events page.
THIS WEEK
Finology Summit 2023 – Uncertainty
Exploring human factors in portfolio construction
3 May, 8:30am-5:45pm
Portfolio Construction Forum is hosting its full day Finology Summit 2023 on 3 May. The Summit is designed to help grow knowledge and understanding of the “human factors” – beliefs, behaviours and principles – that influence portfolio construction, to help build better quality investor portfolios.
Delegates can attend in one or more of four ways: at a live studio at the Roundhouse, University of New South Wales, Sydney; at a live site with a group hosted by a Faculty Partner; via live stream from wherever they wish; or on-demand afterwards.
7-11 CE/CPD hours available.
Lonsec Symposium 2023
Back to Basics
4 May, 9:00am–4:00pm
Lonsec is bringing leading fund managers, commentators, and industry participants together again to discuss the investing outlook at the Lonsec Symposium 2023 Back to Basics at the Fullerton Hotel in Sydney and virtually on 4 May.
Attendance is free and CPD hours are available for each session delegates attend.
2023 FPA & AFA Combined Association Roadshow
5 May-2 June, 9:00am-5:30pm
The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA), have joined forces to deliver the United Association Roadshow – a full day event visiting 10 locations around the country throughout May and early June. The Roadshow begins in Hobart on 5 May and travels to Newcastle, Sydney, Brisbane, Melbourne, Bendigo, Adelaide, Perth, Canberra and Townsville.
FPA and AFA members tickets: $175 incl. GST. Estimated 5 CPD hours.
NEXT WEEK
Women & Wealth
Building a Women’s Initiative at your Firm
9 May, 3:30pm – 4:30pm
FINSIA is partnering with Dimensional Fund Advisors for a Women & Wealth event: Building a Women’s Initiative at Your Firm. The panel discussion will focus on how the financial services industry can both serve a diverse range of female investors and create a service offering that resonates with women, as well as attract more women into the financial services industry. The event will take place at the Dimensional offices in Sydney and refreshments will be provided.
Participants may be able to apply 1 hour towards meeting their annual continuing professional development obligations.
RI AUSTRALIA 2023
10-11 May, 8:00am-5:00pm both days
Billed as the largest in-person and online event for sustainable business and responsible investment in the Southern Hemisphere, RI Australia 2023 is hosted by the Responsible Investment Association Australia (RIAA) and will take place at South Wharf, Melbourne.
‘As the momentum around sustainable finance continues to build, so does the need for companies and investors to demonstrate integrity in their approach alongside the outcomes they are achieving. RI Australia 2023 is the annual gathering for those who want to scale new heights in ESG and impact.’
Free for RIAA members and financial advisers. CPD available for financial advisers.
ON THE HORIZON
Financial Newswire
Platforms, Wraps and Advice Technology Conference 2023
17-19 May
Financial Newswire will host its second Platforms, Wraps and Advice Technology Conference in the Hunter Valley from 17 to 19 May.
The Conference poses the question: Finding the sweet spot – where is the profit in wealth management? and sets out to uncover it:
‘Financial advisers have rarely been busier, but licensees are still struggling to make their wealth management businesses do more than break-even. So where is the profit sweet spot and how do you find it? As the Government continues to digest the Quality of Advice Review recommendations, Financial Newswire’s Platforms, Wraps and Advice Technology Conference 2023 will forensically examine this question drawing on the insights of licensees, advisers, platforms, fintech providers and consultants.’
CPD hours apply and discounts for registered financial advisers are available on request.
Are you hosting a financial services event?
Our events calendar is a work in progress, so please do let us know if you would like to add to it.
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