Archives: Agenda

How prepared is the industry for the $10 trillion generational shift?

What role do AI, digital maturity and advisor enablement play in capturing this opportunity?

Drawing on Seismic’s latest Pulse Report, this session explores readiness gaps, transformation barriers and the practical priorities shaping the future of wealth management.

• Regulatory landscape update – key developments across government policy and the regulatory environment affecting the wealth management and advice sector.
• Balancing innovation and protection – encouraging greater participation in investing while maintaining appropriate safeguards for technology adoption and consumer outcomes.
• Policy and regulatory headwinds in 2026 – emerging pressures and opportunities shaping the operating environment for firms in the year ahead.

• Will we see an increased adoption of advanced tech such as ML, data analytics and AI?
• What resources do we need to grow ESG investments?
• Diversifying client needs and demands – is hyper- personalisation the answer?
• How are banks operating amongst tax and compliance implications?
• Why are we seeing an increase in alternative investment services?

• What common behaviours, biases and mistakes are we trying to educate our clients about?
• How can wealth managers play a vital role in client engagement and investment strategies for UHNW/HNW/Mass Affluent
• Creating a comprehensive financial guidance to meet the demand surge