Join us for our latest webinar, where ebi will be teaming up with industry leader Vanguard, to present on the Great Wealth Transfer. Set to be an exciting session, ebi and Vanguard will provide a summary of the significant intergenerational transfer in wealth we will soon see in the UK and globally, tips on how to approach the at times challenging topic of legacy, and how best to approach this with your clients.

Discover what professional comedians do before, during, and after a performance to engage their audience and deliver with impact—and how to apply the same techniques to your client conversations, pitches, and presentations. These tools will help transform your communication.

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 2 macroeconomic overview followed by an asset class review and ebi portfolio update.

Join us for an exclusive session with Carl Richards bestselling author, and creator of The Sketch Guy column in The New York Times—as he explores how simple visuals can dramatically improve how you engage with clients.

The FCA’s mandatory information request, issued on 1 July, DEADLINE is a key part of its strategy to monitor consumer outcomes and as part of an adviser's Consumer Duty regulatory obligations.

Join ebi and Mel Holman of Compliance and Training Solutions as we share practical guidance to help advisers and intermediaries respond confidently, clearly, and on time.