Industry news and views from Panacea and our partners.
Panacea Webcasts_
PIMCO's Secular Outlook Webcast
A long-term view brings valuable perspective. Join our live webcast on June 11th to take a step back and explore the global economic outlook for the next five years.
The 8 Keys to a Brilliant Financial Planning Fact Find
A successful financial plan begins with an in-depth fact find. Gathering meaningful information from clients is the foundation for creating compelling, tailored strategies. But theres more to it than just collecting data - the art of uncovering soft facts is equally vital.
Re-Discover your Real Purpose as a Financial Planner
Being a financial planner can be hard. The role can result in long hours, periods of stress and pressure, and if we are not careful, this can lead to burn out. It can be easy to fall into the trap of becoming easily distracted, preventing you from performing to your peak performance.
What is client value and how can you create it?
The world of financial services is changing rapidly. Technology is playing an increasingly bigger role in the provision of professional services. Clients are more savvy, better informed, and have higher expectations than ever before.
Unlock Your Career Potential: 8 Pitfalls Every Job Seeker Should Dodge
Struggling to navigate the complex job market landscape? Join us for an enlightening webinar presented by Derek Bradley, CEO Panacea who will be speaking to industry expert Paul Harper, Founding Director of Paul Harper Search, one of the UKs longest established Financial Services Executive Search specialists. Paul will be providing invaluable insights to propel your career forward.
NextGen or LostGen?
This 30-minute panel session will focus on an enlightening new report from AKG Financial Analytics in association with Schroders and Fluido. The paper itself has been designed to create debate on NextGen and how advisers need to change their business models if they are to attract the next generation of clients.
Understanding what UK investors value most when it comes to financial advice
Ever wondered what UK investors value most when it comes to financial advice?
Growing your Financial Planning business in uncertain times
To say that times are uncertain feels like an understatement. The last 2 years have been a period of significant turmoil...
Ingenious webinar: Improving client outcomes with IEP Apex
Join us next Thursday, 28 April to learn how IEP Apex the only BR service with no-cost IHT cover built in can help you improve outcomes for your clients and their beneficiaries.
Are you sitting on a data goldmine in your business?
Did you know that many Advisory businesses are sitting on an untapped source of business revenue - hidden away in their data? Businesses are often paying more to store their data, than they are deriving value from it!
CBDCs and Britcoin - what does a digital central bank currency mean for us? (45 minutes unstructured)
In this webinar well take a look at central bank digital currencies - what are they, what are their benefits, and what does adoption of a CBDC mean for a country, its economy, financial institutions, businesses and citizens?
Crypto Assets and tax implication - how to talk to your clients about Crypto (44 minutes unstructured)
This webinar includes the tax implications of activities in cryptoassets for UK Individuals, succession planning with cryptoassets and how to have a meaningful discussion with clients on crypto.
Dispelling the myths of crypto investments (47 minutes unstructured)
This webinar cover black market myths, what the compelling arguments are both for and against crypto currency and why clients are attracted to crypto over traditional investments.
Cryptocurrency & blockchain 101 (30 minutes unstructured)
- What is crypto currency? - Crypto 101 - Dispelling myths - What the future looks like
Understanding cryptocurrency - webinar masterclass series
'Understanding Cryptocurrency' is a series of 30 minute webinars that break down cryptocurrency into short, manageable presentations. There will also be the ability to have your questions answered during each session.
How to show the value of financial advice - it's worth a fortune!
Join David DAN Norman from TCF Investment as he takes an entertaining and practical look at showcasing the huge value of financial advice.
Designing, building, or refreshing a CIP a practical guide (30 minutes unstructured)
Join David DAN Norman from TCF Investment as we take a practical look at Centralised Investment Propositions (CIPs).
Learn more about Panacea Adviser
If you want to know more about Panacea, why and with whom, watch our short video!
Developing Professional Connections: Death and Divorce
Professional Connections Webcast for Financial Advisers and Paraplanners
Aviva Investors: The AIQ podcast: Beyond the cave
The AIQ podcast investigates how behavioural finance is being transformed by data science. Featuring contributions from Greg Davies, Gulnur Muradoglu and Giles Parkinson.
Quarterly Investment Market update with Rathbones
Register for our next webcast which will provide a market overview and economic insights with Rathbones CIO Julian Chillingworth.
The Value of Value investing webcast
Panacea Adviser has teamed up with BrightTalk and Seneca Investment Managers for a free webcast to support and educate Financial Advisers.
Be your own Nostradamus why every business needs to see into the future!
How often do you look to the future? Now, I am not saying we should all become seers and peer into the unknown, but when it comes to planning for the evolution of your business, knowledge is certainly power.
Be your own Nostradamus why every business needs to see into the future!
Is it just me or does Michel de Nostradamus or as he is better known as Nostradamus, get a bad press? Every year the tabloids or the more sensational magazines align him with disasters and apocalyptic portents, designed to spread fear and alarm and also sell newspapers or increase hits to their websites.
Nine ways in which to be more successful in 2017
Nine ways in which to be more successful in 2017
Bento for one: Nine ways to be more successful in 2017
So what was your new years resolution for 2017? Did you pledge to get fit and lose weight after the festive excesses or even give up drinking after visiting the recycling centre and dropping off those wine bottles?
Bento for One Webcast Making your ideas come alive
Edward De Bono the renowned business coach and creative thinker was recently asked what is the most important piece of advice for businesses in our challenging times, the answer he gave was appoint a Chief Ideas Officer!
What will you say to the ghost of Christmas yet to come?
The surest things about Christmas are the rich food, drink and endless repeats on the television.
Bento for One Webcast Making your ideas come alive
Edward De Bono the renowned business coach and creative thinker was recently asked what is the most important piece of advice for businesses in our challenging times, the answer he gave was appoint a Chief Ideas Officer!
Bento for One Webcast Getting ready for 2017
As we move towards 2017 we all need to consider what our businesses will look like in this new landscape.
Bento for One Webcast Getting ready for 2017
As we move towards 2017 we all need to consider what our businesses will look like in this new landscape.
Bento for One Webcast - Working with Solicitors and Accountants
Good solid relationships with the right solicitors and accountants can help any business develop a stronger and more profitable proposition for clients.
Getting your Human Resources in Order
As regulation continues to drive financial services to the brink it is more important than ever to get the best from your staff.
Bento for One Webcast - Developing Strategic Alliances Part 1
Forging business relationships with like-minded fellow professionals can be one of the most empowering and profitable experiences of your business life.