Events

As market conditions remained unpredictable and traditional asset classes faced pressure from macroeconomic uncertainty, the Australian Wealth Management Summit returned in 2025 to examine the rising role of alternatives in shaping portfolio construction.

Held over one day, the summit brought together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real assets to private credit, infrastructure, and digital assets – were playing a more central role in institutional and wholesale strategies.

The program focused on how advisers and asset managers could position portfolios in a climate of elevated interest rates, sticky inflation, and subdued growth – conditions that were reshaping the traditional risk-return playbook. Sessions also addressed China’s shift towards AI-led growth, capital flows into semiconductors and robotics, and the growing relevance of tokenised assets and digital currencies in diversified portfolios.

Developed in partnership with leading voices across the financial services sector, the summit delivered a full-day agenda of analysis, discussion, and insight, tailored for professionals navigating the changing face of global capital markets.

Keen to attend in 2026? Register your interest now!

The second annual Australian Wealth Management Awards is here to bring you an unparalleled awards program that identifies the top businesses and professionals in the wealth management industry across the nation.

Winning an Australian Wealth Management award is a desirable accolade for both individuals and businesses seeking to forge their role in the financial services industry and pinpoint professional development and innovation.

Network with the profession’s rising stars through to its most senior ranks, from start-ups to established or transformed businesses, including but not limited to asset and fund managers, super funds, insurance firms, innovative tech firms, dealer groups, custodians, ETF providers, and financial advisers.

Get ready to celebrate in style at the 2025 black-tie gala event that will bring together leaders to celebrate the achievements and excellence of the industry’s best and brightest.

Held in June in Sydney, the black-tie gala event brought together the industry’s top performers and stand-out fund managers. Attendees celebrated with the who’s who of the Australian financial services industry.

Individuals were encouraged to nominate a colleague or submit themselves into the category they were eligible for, while group finalists were chosen through meticulous judging criteria by our research partner Lonsec.

Lonsec Research & Ratings was positioned at the nexus of Australia’s financial advice and investment industry, enabling them to provide practical, actionable insights that added real value to our investment and advice solutions. Lonsec Research & Ratings connected financial advisers, fund managers and super funds with the tools, data and insights to make better investment decisions, grow their funds, engage better with members, and meet their best interest obligations. Comprising Lonsec Research, SuperRatings and iRate, Lonsec Research & Ratings rated over 2000 investment funds and equities and 500-plus superannuation products and was one of Australia’s fastest-growing managed accounts providers.

The individual awards were open to all eligible professionals and fund managers operating in Australia supporting the industry, and they were encouraged to participate for their chance to be recognised as an award winner. Finalists were shortlisted through a meticulous judging process, and winners were revealed on the night through further judging metrics.

Group award finalists were selected directly by our research partner Lonsec Research & Ratings.

This program covered the industry's finest, from the rising stars and leaders of tomorrow to the most senior professionals, boutique funds and heavyweights.

Guests celebrated in style at our five-star night of nights honouring excellence in Australia’s funds management industry.

Register your interest today to be the first to know when the Fund Manager of the Year Awards returns in 2026.

Navigating the new world of financial advice

Underlying shifts in our technological bedrock had fragmented the financial advice landscape. The integration of functional AI had uprooted established service models and represented a fundamental shift in the ways advice was delivered. While this new interplay of technology and experience created opportunities for more personalised, holistic advice, it also harboured unforeseen risks for advisers and clients alike.

Held in June 2025 for its 11th year, the Adviser Innovation Summit prepared attendees to navigate these challenges by facilitating a leading exchange of new technologies and ideas. Developed in deep consultation with financial experts, the agenda interrogated the key political, technological, and social forces that affected the profession.

We will return in 2026. Register your interest today to be the first to know when tickets go on sale.

The most anticipated awards program of the year, the ifa Excellence Awards, is back and once again bringing you an unparalleled awards program that identifies the top businesses and professionals in the financial services industry across the nation.

Winning an ifa Excellence Award will be a desirable accolade for both individuals and businesses seeking to forge their role in the finance industry and pinpoint professional development and innovation. Take the first step to being recognised at a national level and build a reputation for excellence.

The awards are open to all businesses operating in Australia supporting the industry, from the profession’s most senior ranks through to its rising stars, from start-ups to established to transformed businesses.

Get ready to celebrate in style with the 2025 black-tie gala event that will bring together leaders to celebrate the achievements and excellence of the industry’s best and brightest.

Don’t miss your chance to win one of these coveted awards and reap the benefits of a prestigious accolade.

It’s no secret that recent local and global events have placed greater pressure on responsible investing.

Consumer preferences continue to shift towards financial advice that has a greater consideration and an impactful incorporation of transparently sustainable, equitable, and environmentally progressive options.

Meeting the advice needs of your clients TODAY will serve to keep you better equipped to meet the needs of the clients of the future, many of whom will be Millennials that increasingly value sustainability, climate change, and gender parity.

Register your interest for our 2024 ESG Summit and be among the first to know when tickets go on sale.

Our ifa Future Forum is a one-day event jam-packed with the practical solutions you need to ensure the long-term relevance of your practice and advice in today’s industry.

Leading business coaches, thought leaders, and fellow advisers dissected the future of financial advice and provided practical solutions through high-touch, collaborative masterclasses.

With an influx of clients, capacity constraints, and increasing barriers to entry for new advisers, attendees gained insights into practical tips and take-home tools that they could implement in their practice operations immediately.

Register your interest for 2023 today to be among the first to know when tickets go on sale.