Welcome to

BMO Adviser Edge

Professional support and structured CPD to enhance your client outcomes

The forces of change in investment are as strong today as they were five years ago. Regulatory change, uncertain markets and shifting demographics continue to pose tough questions for forward-thinking advisers and your clients. In a competitive market, it’s vital you’re staying ahead of change and maintaining your edge. At BMO Adviser Edge, you can access professional support focusing on financial planning, investment and practice management. Create an account to access structured CPD content, accredited by the LIBF, and log your hours.

What is BMO Adviser Edge?
What is BMO Adviser Edge

Practice management

Innovative marketing techniques,
technology and outsourcing can
enhance your business. Access
our guidance to help enrich your
client relationships.

Financial planning

Your clients’ priorities vary. Our
technical notes, guides and case
studies can support your client
conversations and help shape their
investment goals.

Investment

As geo-political tensions and late
business cycle volatility continue to
shape the outlook, we support your
analysis with sector reviews and
market digests.

Our latest insights

Practice management

Financial planning

Investment

Our upcoming events

BMO Adviser Edge: On the Road

We’re delighted to announce that we’re out on the road again at 15 locations around the UK in October and November 2021.

We’ll be exploring tax planning opportunities in depth, plus the evolution of responsible investment in financial advice.

For full details of the programme, dates and locations:

Award win!

We’re delighted that BMO Adviser Edge has been recognised as the ‘clear winner’ in this year’s prestigious Investment Marketing and Innovation Awards, a testament to our belief in the importance of adding value to advisers beyond investment management.