Are you ready for the new Consumer Duty regulation? The webinar is hosted by Mark Goold of the FCA, and will cover the background to the regulation, examples of good practice and is targeted at firms who advise on pensions/investments

Join our workshop with Sam Adams who asks the question: 'How can I show value to clients?'

Join our workshop with Sam Adams who asks the question: 'How can I show value to clients?'

Next Gen Planners joins ebi's Compound Interest for an insightful chat about what it’s like building the freshest UK’s advisers community.

Phil Bray from The Yardstick Agency joins ebi Compound Interest webinar series for an insightful chat about what’s needed to develop a successful marketing strategy for your business.

How to build a successful financial planning firm in 2023 - an interview with Graham Ponting  

Driving Value and Growth: Insights from Dimensional’s Global Advisor Study, with Blair Anderson of Dimentional Dimensional’s Global Advisor Study captures insights from advisory and wealth management firms across the world. Join ebi and Dimensional to enhance your firm’s focus and strategy in delivering growth and value for clients. Topics to be covered include: 60 minutes of Structured CPD. For Financial Professionals Only Blair Anderson, Regional Director & Vice President at Dimensional Fund Advisers Blair Anderson…

Wouter Sturkenboom, Chief Investment Strategist at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, ebi’s Investment Product Manager.

‘How factors outperform a traditional passive portfolio’ with Mark Sodergren of Northern Trust Northern Trust’s Mark Sodergren joins ebi's Compound Interest for a discussion of factors and how they outperform a traditional passive approach. Topics to be covered include: Structured CPD Applicable. For Financial Professionals Only Mark Sodergren, Senior Vice President and Head of Quantitative Strategies at Northern Trust Mark Sodergren is a Senior Vice President and head of Quantitative Strategies at Northern Trust Asset Management. He…

ESG in the Spotlight: Addressing Critics and celebrating success webinar with Sam Adams

Wouter Sturkenboom, Chief Investment Strategist at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, ebi’s Investment Product Manager.

Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire with Thomas Mitchell of Oxford Risk