Every challenge presents an opportunity to grow and the challenges of 2020 were no exception. In the aftermath of black swan events and regulatory changes, firms must rise from the ashes and adapt to the new normal.
Hear from your industry peers who have overcome the challenges of managing a remote practice while meeting the shifting needs of clients. Learn how you, too, can lead through volatility and adapt your firm to meet the impending cost, efficiency and compliance challenges 2021 will present.
Sixty-four per cent of high-net-worth individuals expect their future wealth management relationship to be digital, so much so that nearly two-thirds would replace their current provider in the absence of digital engagement. Social media platforms such as TikTok are embraced by all ages. In this […]
As your advice business expands its digital footprint, it will be exposed to cyber threats unique to the industry. The shift to hyper-automation, AI and robotics could expose you and your clients to attacks disguised as your own in-house tools. Join us as we uncover […]
Aligning a client’s individual investment preferences with their values and goals has quickly become a non-negotiable. Advisers must learn to adapt to the new wave to stay relevant. In this session, we will reveal bespoke strategies for aligning client priorities and financial values. You will […]
The importance of strong leadership and flexibility was highlighted following a year of extreme volatility. As traditional supervisory relationships were brought to a halt, it is imperative for leaders to leverage digital solutions and increase productivity without sacrificing quality of service. In this session, hear […]
In this session, Samantha Clarke, the CEO of Advice RegTech will share her top tips for Principals, Advisers and Support Staff, to raise the effectiveness and efficiency of compliance within your AFSLs. She’ll bring to life case studies for each role, on how to reduce […]
The idea of financial advice is moving from product to people and from money to meaning. The adviser of the future, then, is a different proposition entirely, shifting from facilitator and distributor to coach, mentor and life adviser. This evolution is redirecting the emphasis from […]
The countdown for the 31 December deadline for existing advisers to pass the exam is approaching. Find out how the industry is progressing in relation to the education standard reform. This session will reveal the number of advisers who have passed the exam, the percentage […]
