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Better Connected Wealth Management Conference

REGISTER NOW   |  15 October 2026

Andaz London Liverpool Street

40 Liverpool St, London EC2M 7QN 

Register now

What's your advice firm worth in the age of AI? Join us in London on 15 October to find out.

Value it. Sell it. Buy it.

Spend an afternoon with exit partners, M&A specialists, wealth management leaders and technology experts, all focused on one question: what is your advice firm worth?

Across four themes, we'll explore valuation, exit and succession, M&A and consolidation, and how AI and connected tech are reshaping firm value. 

Built for advisers, paraplanners and compliance leaders ready to think strategically about what comes next.

Four themes, one question

Valuation. What makes an advice firm valuable, and how do you grow that number?

Exit and succession. How do you sell well and protect your clients, teams and legacy?

M&A and consolidation. How are deals being done, and how do acquirers integrate quickly?

AI and connected tech. How are AI and connected workflows changing what a firm is worth?

Agenda

All times shown in local time. Agenda is subject to change

14:15
45 min

Arrivals and registration

15:00
5 min

Welcome

Stephen Hockaday, Global Head of Sales, FE fundinfo

15:05
20 min

Opening address

Liam Healy, CEO, FE fundinfo

15:25
20 min
Fireside chat

What's the value of an advice business in the age of consolidation and AI?

Moderator: Oliver Greenspan, Global Head of Wealth, FE fundinfo

Victoria Hicks, Group CEO, Melo

15:45
30 min
Panel

What is the next big challenge for financial advice firms?

Moderator: Jodie Gallagher, Head of UK IFA Product, FE fundinfo

Panellists:

Ian McKenna, Founder, Financial Technology Research Centre

Lewis Byford, Co-founder, FCP

16:15
30 min

Coffee break and Experience Zone

16:45
30 min
Panel

The perfect advice firm: what buyers and clients are actually looking for

Moderator: Jan-Pierre Geweke, Head of Corporate Strategy and Development, FE fundinfo

Panellists:

Harry Cotton, Partner, Head of M&A and Transaction Services, Thistle Consulting

Steve Tennant, Chief Operating Officer, Azets Wealth Management

17:15
10 min
Platform vision

Nexus for Financial Advisers and introducing the Labs

Ishaan Sethi, Head of UK Wealth Products, FE fundinfo

17:25
5 min

Workshops

Connecting workflow for advisers

17:30
60 min
Workshop 1

AI and the future operating system for advisers

 

Vlad Stanev, Product Manager, FE fundinfo​
Workshop 2

A day in the life of a connected adviser

 

Jodie Gallagher, Head of UK IFA Product, FE fundinfo​
18:30
10 min

Closing remarks

18:40
90 min

Networking reception

Meet the speakers

CEO, FE fundinfo

Liam Healy

Founder & Director, Financial Technology Research Centre

Ian McKenna

Group CEO, Melo

Victoria Hicks

COO, Azets Wealth Management

Steve Tennant

Co-founder, Financial Planning Club

Lewis Byford

Head of M&A and Transaction Services, Thistle Consulting

Harry Cotton

Head of UK Wealth Products, FE fundinfo

Ishaan Sethi

Head of UK IFA Product, FE fundinfo

Jodie Gallagher

Head of Global Sales, FE fundinfo

Stephen Hockaday

Head of Corporate Strategy & Development, FE fundinfo

Jan-Pierre Geweke

Global Head of Wealth, FE fundinfo

Oliver Greenspan

Product Manager, FE fundinfo

Vlad Stanev

Register now

Don't miss out as we unveil groundbreaking insights and forge the future of the industry. The Better Connected World Tour hosted by FE fundinfo brings unparalleled expertise and innovation to investment leaders worldwide.  

Andaz

Get to the event

Venue

Andaz London Liverpool Street

40 Liverpool St, London EC2M 7QN

Get directions

Contact [email protected] if you have any questions or need more information about the event.