What are the top financial adviser events and conferences in 2025?
Learn which financial adviser events are unmissable in 2025, how to prepare for them, and how to make the most of each.
Summary
- Important events for financial advisers to attend in 2025 include the Professional Adviser Multi-Asset and MPS Roadshow, the Morningstar Investment Conference UK, and the FTAdviser Financial Advice Forum.
- Research suggests that advisers who actively participate in industry events generate 10% more revenue on average.
- Studies show that 85% of professionals consider networking a vital aspect of career success.
What are the top financial adviser conferences to attend in 2025?
Financial adviser events and conferences are among the best ways for professionals to gain industry insights, build their connections, and learn about the latest trends.
In 2025, there are numerous events that are well worth attending, with these being just ten of them:
Dates and locations
- Leeds: Tuesday, 4th February 2025, Oulton Hall Hotel
- Warrington: Wednesday, 5th February 2025, The Park Royal Hotel
- Coventry: Thursday, 6th February 2025, Coombe Abbey
- Bristol: Wednesday, 12th February 2025, Leigh Court
- London: Thursday, 13th February 2025, St. Paul's
Overview
The roadshow will equip advisers with the knowledge and strategies to make use of multi-asset and MPS solutions effectively. Expert speakers will address challenges including client needs, technology and regulation, and market volatility.
Highlights
The roadshow boasts a line-up of experienced professionals, including:
- Emily Cuming, Paraplanner at Thomas Carroll, offering insights into investment considerations.
Further information
Date and Location
Tuesday 7th May 2025, Convene Sancroft, London.
Overview
This leading wealth management conference in London is ideal for enhancing your wealth management strategies. Morningstar experts provide cutting-edge research and in-depth analysis on market outlook, investment strategies, client engagement, and technology.
Highlights
- Expert speakers: Renowned Morningstar analysts and industry leaders.
- Interactive sessions: Panel discussions, workshops, and networking.
- CPD accredited.
Further Information
Date and Location
Monday 25th September 2025, London
Overview
This wealth management conference looks at the future of financial advice in a rapidly changing financial sphere. Industry leaders and experts will discuss themes such as technology, regulation, and client engagement.
Highlights
- Key themes: Scaling advice businesses, technology, later life planning, attracting younger clients, and Consumer Duty.
- Expert insights: Learn from industry leaders and regulatory bodies.
- CPD accredited.
Further Information
Date and Location
10-11 September 2024, London
Overview
CDAO is Europe's leading data and analytics event for financial services and insurance. It brings together experts to discuss the latest trends, challenges, and opportunities in data and analytics.
Highlights
- Key themes: AI governance, cloud data platforms, data automation, generative AI & LLMs, machine learning, and more
- Networking: Connect with data and analytics leaders from across the financial services sector.
- Expert insights: Learn from industry experts and thought leaders.
Further Information
Date and Location
Tuesday 26th November 2024, The National Conference Centre, Birmingham
Overview
Defaqto's business growth conference brings together advisers, industry experts, and regulatory bodies to discuss the future of financial advice. The new format includes keynotes, workshops, and panel discussions.
Highlights
- FCA keynote: Hear from the FCA and network with representatives.
- Industry experts: Gain insights from leading voices in financial advice.
- Interactive workshops: Develop practical skills and knowledge.
Further Information
Date and Location
3-5 November 2025, MGM Grand, Las Vegas
Overview
Celebrate the Financial Planning Association's 25th anniversary at their annual conference. Connect with professionals, learn from experts, and discover the latest advancements in financial planning.
Highlights
- Keynote speakers: Renowned thought leaders and industry experts.
- Educational sessions: Develop skills and knowledge across various financial planning disciplines.
- Networking & business growth events: Connect with peers and build valuable relationships.
Further information
Date and Location
Wednesday 26th March 2025, Convene Sancroft, London
Overview
Join 350+ finance leaders for a day of learning and networking, focusing on finance transformation, AI, business partnering, and FP&A.
Highlights
- Expert speakers: Industry leaders share insights on the latest trends.
- Interactive sessions: Engage in discussions and workshops.
- Networking opportunities: Connect with peers and build relationships.
Further Information
Date and Location
Wednesday 9th - Thursday 10th July 2025, Victoria Warehouse, Manchester
Overview
This wealth management conference offers a fresh perspective on financial planning, designed for the next generation of advisers. Expect innovative content, interactive sessions, and a focus on personal and professional growth.
Highlights
- Festival format: Six stages with diverse speakers and topics.
- #ELEVATE25: A dedicated evening event for networking and celebration.
- New voices: A platform for fresh perspectives and innovative ideas.
Further Information
Date and Location
5-6 November 2025, AlpenGold Hotel Davos, Switzerland
Overview
The upcoming forum connects sophisticated fund selectors with leading financial product providers. It offers pre-scheduled one-to-one meetings and a business growth conference programme designed for in-depth research and networking.
Highlights
- Targeted audience: Senior fund selectors from private banks, family offices, and independent asset managers.
- One-to-one meetings: Efficiently connect with potential partners.
- Conference programme: Discover new investment trends and solutions.
Further Information
Date and Location
6-7 November 2025, ExCeL London
Overview
FinTech Connect is a major event bringing together the global fintech community. It covers the latest trends in digital transformation, payments, blockchain, regtech, and financial inclusion.
Highlights
- Diverse audience: Attracts fintechs, investors, banks, and financial institutions.
- Content streams: Discover dedicated areas like payments, blockchain, and women in fintech.
- Networking opportunities: Connect with industry leaders and potential partners.
Further Information
Why financial adviser conferences are crucial for growth
Attending industry conferences provides insider knowledge of the latest trends and regulatory changes and offers important networking opportunities with fellow advisers and industry leaders.
Financial adviser events also grant access to cutting-edge resources and best practices to optimise your operations. With these tools, advisers can enhance their professional credibility, which can attract new clients and strengthen existing relationships. Additionally, conferences connect you with potential clients and partners, opening up new avenues for future growth.
How to make the most of financial adviser conferences
Before the conference begins, define your objectives—are you primarily seeking knowledge, networking opportunities, or potential partnerships? Research the agenda and prioritise sessions aligned with your goals. Prepare a concise introduction about yourself and your practice to facilitate networking.
Active participation is a must during conferences and financial adviser events. Take the time to engage in discussions, ask questions, and contribute to sessions. Network strategically by initiating conversations and exchanging contact information. Don't forget to gather relevant materials and presentations.
After the conference, follow up promptly with new contacts on LinkedIn and send personalised emails. Review key takeaways from presentations and identify actionable steps for your practice.
How to choose the best financial adviser conference
Selecting the right global wealth conference will impact your professional development. Consider these key factors:
- Relevance
- Speakers
- Content format
- Location and cost
- Reputation
Trends to watch out for at financial adviser events and conferences in 2025
Financial adviser events in 2025 will focus on technology's impact, particularly AI's role in client onboarding and portfolio management. Adapting to evolving client demographics and serving younger generations and ageing populations will also be major talking points.
Regulatory changes, like Consumer Duty, will remain a hot topic, with sessions dedicated to keeping advisers in the know. Sustainability and ESG will feature prominently, addressing client demand for ethical investing.
Work with Unbiased
With numerous financial adviser events and wealth management conferences taking place in 2025, there are plenty of opportunities to learn about the trends shaping the industry. From technology and AI to evolving client needs and regulatory changes, upcoming events offer the chance to build networks and gain valuable knowledge and experience that can enhance your practice.
If you’re ready to grow your firm, Unbiased Pro can help you find the leads you need to increase your client base and drive up your ROI.
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