Wisdom Shared 2026: five years of sharing wisdom
This month, we welcomed advisers to our fifth annual Wisdom Shared conference, held this year at Carden Park. It has been a year of change, for advisers and for us. Firms are preparing for the inheritance tax changes coming in April 2027 and putting AI to work in their businesses, while we have begun a new chapter as part of WisdomTree. Over two days, our speakers explored what all this change means for portfolios, for planning and for the future of advice.