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.

Shows coming your way

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.  

    • Bill McQuaker, Portfolio Manager - Fidelity
    • Ken Rayner, Director - Director Rayner Spencer Mills Research and Verbatim Model Portfolio Manager
    • Anthony Willis, Investment Manager, Multi-Manager Team – BMO Global Asset Management
    • Hector Kilpatrick, Chief Investment Officer - Cornelian Asset Managers

  • 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.

    • Paul Fidell, Head of Business Development, Prudential
    • Thomas Stokes, Multi-asset Investment specialist, Aviva Investors

  • 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. 

    • Janice Laing, Managing Director & project lead for SM & CR - Compliance First & The SimplyBiz Group
    • Gary Kershaw, Group Compliance Director – The SimplyBiz Group

  • 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.

    • Andy Green, Chief Investment Officer – Hymans Robertson
    • Mark Rimmer, Product Director – 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?

    • Karl Dines, Head of Business Consultancy - SimplyBiz Investment Services
    • Janice Laing, Managing Director & project lead for SM & CR - Compliance First & The SimplyBiz Group

  • 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.

    • Katya Maclean, Proposition Director – Guardian Financial Services
    • Tony Maxfield, Training & Productivity Director, APS Legal & Associates

  • 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. 

    • Gary Kershaw, Group Compliance Director – The SimplyBiz Group
    • Scarlett Musson, Business Development Director, APS Legal & Associates
    • Andrew Haley, Pension Transfer Specialist – Broadgate Specialist Pension Services
    • Michael Basi, Founder - Onvestor Advisory Limited

  • 2.20pm – END