Tuesday, February 25, 2020 - 09:00-12:45
8 Northumberland Avenue
Our award-winning Adviser Roadshow is back in 2020 as we tackle the important subject of how to future proof your business.
The advice industry has already been through a period of unprecedented change, with the Retail Distribution Review, implementation of MiFID II, and further uncertainty around Brexit.
With fresh regulation in the pipeline, and increasing change in the wealth map of the UK, it is more important than ever to have an eye on the future and to proactively position for change.
Our Adviser Roadshow – Future proof your business – will help you address the challenges advice businesses face in 2020 and beyond, and equip you to deal with any further uncertainty ahead.
We will cover:
Market update and funds research team
Hear our latest thoughts on markets as investors gear up for the 2020 US presidential election. After high profile fund stories such the closure of Woodford Investment Management, our fund research team will also talk through the value of fund research and how to avoid failure.
How to attract the next generation?
The advice and wealth management need to attract both a new generation of clients and fresh talent into the sector.
CityWire will present their leading research into this area, outlining how you can expand your client base to the next generation and attract the next generation of advisers to your business.
TOWIE: The Only Way Is ESG
ESG is increasingly on the minds of investors, with heightened awareness around climate change and, from an adviser perspective, new FCA and EU regulations coming into force around considering the ESG preferences of retail investors.
Learn what ESG is and what you need to consider when giving advice, as well as what we are doing in the ESG space.
Working with solicitors on intergenerational planning
One of the most cost effective ways of recruiting new clients is working alongside a solicitor and looking at intergenerational planning. The workshop hosted by McClure Solicitors will be looking at an interactive case study and analysing key areas that represent an opportunity for financial planning and working alongside a solicitor to ensure that the financial plan is tax efficient.
The morning will be followed by a networking lunch. Coffee will be provided throughout the day. If you have any questions, please contact your local Regional Development Manager or firstname.lastname@example.org