Join us on Thursday 16th April for this 2-hour session with experts from Verve, Marloo, IBOSS, Comentis and BareRock.

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Marloo: Winning back time - How AI Is giving financial advisers their day back

Time is the number one challenge financial advisers face at work.

In 2025, AI adoption in advice jumped from 6% to 34%, but most of it looked the same: bolt-on tools handling one task in isolation, saving time in pockets but leaving the broader workflow untouched. 2026 is shaping up differently. The shift now is toward AI that's embedded directly into the advisory workflow, where the work done in one step carries forward into the next.

In this session, Marloo will break down exactly where time is lost, what the latest metrics show about AI-driven time savings, and share a practical framework for evaluating what to look for when choosing the right tool for your practice.

Learning Objectives:

By the end of this session, attendees will be able to:

• Identify the specific administrative tasks within the advisory and paraplanning workflow where the most time is lost, and quantify the cumulative impact on client capacity, file quality, and practice growth
• Distinguish between bolt-on AI tools and workflow-embedded AI, and understand why the architecture of adoption directly affects the time savings, compliance outcomes, and long-term value a practice actually realises
• Evaluate what to look for when assessing AI tools for a financial advice practice, including how outputs are generated, how audit trails are maintained, and how the tool aligns with existing regulatory obligations
• Apply industry benchmarks and time-saving metrics to assess the potential impact of AI adoption on their own practice, and identify how to reinvest that reclaimed time in a way that aligns with their own goals, whether that's scaling a growing practice, deepening existing client relationships, or simply reclaiming a sustainable work-life balance

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IBOSS: Market Update 2026 - Certainty in Diversity?

Last year, IBOSS highlighted the growing risks of stock concentration and the critical role of diversification. Fast forward to 2026, and those themes are playing out in real time. The newly christened “Lag 7” are under pressure, software companies are facing renewed turmoil, and a broader mix of assets is beginning to outperform.

Join IBOSS as they explore the key trends already shaping markets in 2026, unpack what’s driving volatility, and discuss where investors may find opportunities in an increasingly dynamic environment.

Learning Objectives:

• Assess the risks associated with stock concentration in equity portfolios and explain how concentration dynamics have evolved from 2025 into 2026
• Identify asset classes and market segments demonstrating improving relative performance in 2026 and assess their potential role in diversified portfolios
• Formulate actionable investment considerations to manage risk and capture opportunities in a more volatile l market environment

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Comentis and BareRock: Reducing Complaint Risk Through Consumer Duty-Aligned Client Satisfaction Surveys

Consumer Duty requires firms to evidence that they are delivering good outcomes for clients. But how do you actually demonstrate that clients understand their arrangements, receive fair value, and are satisfied with the support you provide? How do you identify where outcomes might be falling short before problems escalate?

In this practical session, John Netting (COO, BareRock) will explore the risk management benefits of Consumer Duty-aligned satisfaction monitoring. You'll discover why systematic outcome monitoring not only satisfies regulatory expectations but also significantly reduces complaint risk, strengthens relationships with clients, and provides compelling evidence when complaints do arise. Firms that can demonstrate through surveys that clients understood advice, felt they received value, and were satisfied with support find themselves in far stronger positions when facing complaints or regulatory scrutiny.

To bring this to life, Jonathan Barrett (CEO, Comentis) will then demonstrate how systematic client satisfaction and outcome monitoring, specifically designed around the Consumer Duty outcomes framework, provides the evidence and insights firms need to meet their regulatory obligations whilst simultaneously strengthening client relationships and driving continuous improvement.

Learning Objectives:

• Understand how Consumer Duty-aligned satisfaction surveys evidence good client outcomes across the four regulatory outcome areas
• Implement practical satisfaction monitoring that delivers both regulatory compliance and actionable business intelligence
• Use satisfaction data strategically to reduce complaint risk, strengthen relationships, and evidence regulatory compliance