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17 September 2024 | 1:30 PM - 2:10 PM

The Changing Nature of Advice

We hear from three advisers on everything from the technology they 'can't live without' in their practice, to how they tackle client questions around cryptocurrency. Each of these adviser firms outsource their investments, so what do they each gain back? Is it more time with clients, the bandwidth to focus on growing their business, or the general running of their business? This session is guaranteed 'food for thought' on many of the issues top of mind for advisers.

Speakers

Financial Planner

Stephanie Ferreira, CFA

Financial Planner
Chartered Wealth Solutions
Wealth Manager

Bronson Friedman

Wealth Manager
Legacy Family Wealth
Managing Director, Founder and Private Wealth Manager

Quinton Ralph

Managing Director, Founder and Private Wealth Manager
Resolute Wealth Management
Managing Director

Victoria Reuvers

Managing Director
Morningstar Investment Management