Morningstar

Morningstar hosts a number of Adviser events across the U.K. The events range from forums to conferences as well as client only events. These events are designed for financial advisers, wealth managers and paraplanners and aim to help highlight ways in which Morningstar can support both your practice and your client goals.

For questions on any of these events, please email eventsmanager@morningstar.com indicating the event you are interested in.

Morningstar Adviser Forums

Morningstar Adviser Forums are complimentary events designed to help financial advisers succeed in today's competitive environment. The interactive forums bring together experts to discuss industry and investment trends as well as business-building ideas in an informal setting. The forums allow you to gain CPD credit as well as network with speakers over complimentary breakfast and lunch.

Location Date Agenda Registration
Newmarket 23 Jan 2019 Agenda Register Now
Birmingham 6 Feb 2019 Agenda Register Now
Southampton 13 Feb 2019 Agenda Register Now
Leeds 6 Mar 2019 Agenda Register Now
Edinburgh 12 Mar 2019 Agenda Register Now
Chelmsford 14 Mar 2019 Agenda Register Now
Managed Portfolio Due Diligence Meeting (Clients Only)

Our Due Diligence Meetings are an opportunity to meet with the senior management, investment management and adviser services team at Morningstar Investment Management Europe. Advisers will be able to undertake detailed due diligence on Morningstar's Managed Portfolio Service, in line with the findings of the FCA's recent thematic review on assessing suitability.

2019 dates to be announced shortly.

Location Date Agenda Registration
Morningstar Investment Conference

Join us at the 13th annual Morningstar Investment Conference in London. Over the two-day event, Morningstar will provide advisers, wealth managers and paraplanners from across the UK with the knowledge, resources and insight to better serve their clients. The agenda will include sessions on business practice management as well as a wide range of investment vehicles, delivered from some of the best fund managers in the industry, all hand picked by our team of manager research analysts.

Location Date Agenda Registration
London 30 April - 1 May 2019 Agenda Register Now