The trodden path is easy to follow, especially if it has brought your company much success to date. In times of pressure and market turmoil however, one may be slow to react to the world around you which is changing rapidly. Technology is reinventing business models and client communication preferences. Margins are being squeezed further by the ever-growing pace of regulatory changes. And the role of financial advisers are becoming much more dynamic and encompassing.
This event, hosted by Cass Business School and Fundment, will be reviewing old assumptions that underpin the current financial advice model which may need to be upended, the inevitable changes driven by digitisation and regulatory changes, and steps you can take today to systemise financial advice.
We welcome reservations in particular from senior financial advisers and wealth managers.
8.30am – 8.50am
Registration and light breakfast
8.50am - 9.00am
Professor Andrew Clare / Professor Steve Thomas, Cass Business School, City, University of London
9.00am – 9.30am
Taking Bias Out of it: Why Rules-based Investing is Effective
Colum Wilde, Managing Director, CleverAdviser Technology
9.30am - 9.50am
Going Digital in a Post RDR-world: Systemising the Advice Process
Ola Abdul, Chief Executive, Fundment
9.50am – 10.20am
Asset Allocation Efficiency: The Role of Smart Beta ETFs
Matthew Tagliani, Managing Director, Head of Product Strategy & Sales, Source ETF
10.20am – 10.30am
FTAdviser.com: New CPD Resources for Advisers
Simoney Kyriakos, Content Editor, FT Adviser