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EV WealthTech 2025: The leaders meet

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Our ground breaking new on demand series pulls back the curtain on EV WealthTech 2025: The leaders meet. This meeting of minds, brought together leaders from across the wealth management industry who are driving the change to make good advice open to all.

We invite you to share the leaders insights on:

  • The human-digital, hybrid approach that’s attracting more customers 
  • FCA’s Advice Guidance Boundary Review and targeted support  
  • Customer interactions and how technology is changing the distribution landscape
  • The role of AI in financial planning   
  • Industry trends and predictions  

More webinars

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DEAR CEO: It's A Risky Business

Join us for a 1 hour CPD webinar featuring our guest chair, Tom McPhail from The Lang Cat, along with panellists from Parmenion, Scottish Widows, and Octopus Money. Together, we will explore evidence, consistency, and considerations of risk suitability and profiling,  examining income risk ratings and the impact of the FCA's Retirement Income Advice Thematic Review.

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Dear CEO: How To Make A 'Good' Retirement 'Great'

In this 1hr session EV's Group Innovation Director, Andrew Storey, and Just's Business Development Director, Yannis Katsis will explore why blending isn't just a buzz word when it comes to sustainable retirement income planning. Join us and our guest expert to find out how blending solutions can help you to avoid foreseeable harm for your clients and meet FCA requirements in light of the recent Retirement Income Advice Thematic Review. 

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