Welcome to

BMO Adviser Edge

Insight 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.

Why have we launched BMO Adviser Edge?
Robert Thorpe Managing Director Head of Distribution Intermediary UK amp Europe

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 are taking BMO Adviser Edge out on the road from 26 November to 5 December. Join us at one of 12 locations nationwide for an in-depth technical seminar on “Financial planning with trusts”, where we also discuss the upcoming requirement to incorporate ESG considerations into client suitability assessments. Earn two hours of structured CPD.