Financial Liverpool November CPD Event - Fri 27th November 2015
Coffee and networking 12 - 12.30
CPD talk 12.30 – 1.30
Buffet Lunch and networking opportunity after the presentation.
Venue: Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY (Please use the Riverside entrance)
Vanguard's Adviser's Alpha research shows that Advisers can add substantial value for their clients by helping them avoid behavioural pitfalls. We will discuss the two categories of behavioural bias and why each one requires a different approach.
The learning objectives will be to understand:
The learning outcomes will be for the audience to have a good understanding of behavioural bias, how to tackle it and add value to their clients.
About the speaker
Alex Wheelan DipPFS has been with Vanguard in the UK since 2011 and is responsible for business development with financial planners and Wealth Managers in the North West of England.
Alex has more than 15 years of Intermediary experience working previously with major life offices and wealth management companies.
Vanguard Group Inc. was founded in 1975 and has $3.3 trillion of assets under management as of 30 June 2015. What sets Vanguard apart – and lets Vanguard put investors first around the world – is the ownership structure of The Vanguard Group, Inc., in the United States.
Rather than being publicly traded or owned by a small group of individuals, The Vanguard Group is owned by Vanguard's US-domiciled funds and ETFs. Those funds, in turn, are owned by their investors. This unique mutual structure aligns their interests with those of the investors and drives the culture, philosophy and policies throughout the Vanguard organisation worldwide.
In the UK, Vanguard leverages the scale, experience and resources of our established global business.
When & Where
Financial Liverpool is a society for professionals working in the financial services sector in Liverpool, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the last Friday of the month.
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney BestInvest in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £50 applies for your firm's annual membership).
Click here for more information on how to join.
Financial Liverpool used to be called Merseyside Life & Pensions.