Welcome

Due to the situation regarding the Covid-19 virus, we have cancelled our ‘On the Road’ events scheduled in May and June. We hope to be on the road again later in the year once circumstances allow it.

In the meantime please visit our BrightTALK channel where you will be able to register for any upcoming Adviser Edge online webinars.

Our most recent online event covered the subjects of inheritance tax and volatility. You can watch a replay here.

Supported by online resources

BMO Adviser Edge is a new service designed to add value to UK advice professionals. As well as running seminars, we have also launched BMO Adviser Edge on the BMO website. The site is split into three zones - Financial Planning, Investments and Practice Management. We draw on experts here at BMO as well as respected specialists from the wider investment advice community to make topical contributions that we believe will add value to you, your clients and your business.

The emphasis of both the seminars and website resources is to provide practical value to your business and clients. BMO Adviser Edge aims to provide ‘insights to enhance better client outcomes’ by sharing knowledge and insights.

We are confident you will find BMO Adviser Edge helpful to your business, and we really look forward to your feedback and working with you in the future.

Delegate testimonials from November 2019 events

A well run and quality seminar, much better than some of the more recent ones I've attended

Really useful session, the Trust session was excellent with things explained in a simple and logical way. In fact, I'd say that it was one of the better Trust workshops I've attended in many many years

Compliments to Barry Foster for pitching the trusts case study at just the right level. Good technical learning is hard to find these days and his presentation really 'hit the spot'. Venue was excellent and at 2 hours the length of the event was just about right

Excellent event, I learnt a lot throughout.

Both sessions were delivered in a very clear and understandable manner with both presenters explaining the topics with a 'real world' slant (different from most other provider sessions). The event was professionally and excellently facilitated, and I am certain word will spread amongst the industry that the BMO events are well worth attending.

Well constructed, relevant and topical to the role we play and importantly how we can add value with our clients.

Excellent trust presentation. Can't fault in any way.

I really enjoyed the seminar and could quite happily have spent an afternoon listening to Barry talking about trusts! His relaxed presenting style and good humour made the fairly dry topic much more interesting; and I wished we'd had longer as there were several areas of trust planning that we didn't cover. Using case studies is also useful, as it helps you envisage situations where this knowledge can be helpful with clients. Graham's talk on ESG was also very interesting, as it's a buzz topic.

Speakers

Barry Foster

Vice President
Strategic & Technical Sales

BMO GAM

READ BIO

Graham Finlay