Trusted Beyond the Numbers: Advisers as the Family's Decision Partners

3:30pm – 5:00pm NZDT, 21 October 2026 ‐ 1 hour 30 mins

Session

In a profession increasingly reshaped by AI, regulation and a new generation of clients, the adviser's enduring edge isn't technical knowledge alone. It's judgement and the trust it sustains. Closing the Advisers Forum, Dr Katherine Hunt, a leading behavioural-finance scholar, ethicist and author of Everyday Ethics for Financial Advisers, brings the afternoon's threads together: what significance means to clients, what the next generation is really looking for, and how advisers turn values into decisions clients can feel.