The Advice Show is a live broadcast featuring an array of industry leaders discussing the big issues shaping our industry. It is broadcast straight to your laptop, phone or any other device, wherever you are, meaning you don’t have to go anywhere to get all the latest news, views and insight.
Advice Show: Bite Size, 21 January
10.30am – 11.20am: Market overview
2018 was a tempestuous twelve months globally and, as a result, the markets were also fairly mercurial. Advice Show host, Dan Russell, catches up with a host of leading industry experts to explore the biggest issues from 2018 and discuss what we might see in 2019.
11.25am – 11.55am: Investment deep dive – Smooth Managed Funds
In the current climate, will the appetite for funds that smooth out market volatility continue to increase? What drivers led to the development of smoothing and how do today’s funds differ? Join our expert panel to take a look at product design and how these funds are engineered to smooth volatility for clients.
12.00pm – 12.30pm: Regulation in 2019
In this session, two of the Group’s foremost compliance experts take a look at the regulatory hot topics of 2019. With a deep dive into the ramifications of the Senior Managers’ and Certification Regime, Janice and Gary will also take a look at the issues of vulnerable clients, outsourcing, supervision and IDD.
12.35pm – 12.50pm: Asset Allocation
A look at the latest thinking regarding long term asset allocation assumptions, with input from the CIO at Hymans Robertson, newly appointed to the SIS Investment Committee and Mark Rimmer, Product Director at Premier Asset Management.
12.55pm – 1.15pm: New Year Business Audit?
Karl Dines and Janice Laing lay out a plan for auditing the processes and practices within your business. What should your 2019 business health check look like?
1.20pm -1.45pm: Protecting your clients' future
With changing client demographics and external factors shaping the future of a client’s financial life-cycle, advisers are having to consider new perspectives. In this holistic session we look at how the protection market and functions such as estate planning, LPAs and probate can not only help your clients to plan for the future, but also allow you to strengthen intergenerational relationships and secure a brighter future for your business.
1.50pm – 2.20pm: Outsourcing
With interest in, and demand for, outsourcing services increasing, our expert panel looks at how outsourcing works in practice, how it can help towards producing positive customer outlooks and why it’s growing in popularity.
2.20pm – END