Events

Join us for our AI exposure webinar, where ebi’s Investment Oversight Analyst Jonathan Simpson will discuss the possibility of a bubble in the equity markets, what this could mean for investors, and how ebi’s portfolios can help decrease exposure to a potential downturn.

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Four 2025 Update.

Former psychotherapist and Emotional Finance founder Emma Boardwell explores a practical relational approach to supporting vulnerable clients. Learn what vulnerability looks like in real conversations and how to respond with empathy and confidence to build trust, engagement, and better outcomes.

Join communication expert Melissa Kidd as she reveals research-led insights to help advisers clearly articulate their value.
Learn how to avoid common pitfalls, apply proven communication ground rules, and create stronger, more confident first meetings with clients from the outset.

Giles Dunning, Joint Head of Corporate at Stephens Scown, shares practical guidance on preparing an IFA business for sale — from building value and choosing an exit route to avoiding deal risks and managing the post-sale transition. Giles has completed over £900m in recent transactions

With rising regulatory pressure and complex client needs, financial advisers need a clear and robust approach to client retirement planning.