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.
Our panellists will include:
11.25pm – 12.05pm: Investment deep dive – Alternative Investments
More and more multi- asset managers are seeking “alternative” holdings for their portfolios. Why? What do they mean by this? And how do advisers account for this in their advice processes?
12.10pm – 1.20pm: 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 Laing, Managing Director & project lead for SM &CR - Compliance First & The SimplyBiz Group and Gary Kershaw, Group Compliance Director, The SimplyBiz Group will also take a look at the issues of vulnerable clients, outsourcing, supervision and IDD.
1.25pm – 1.45pm: Asset Allocation
A look at the latest thinking regarding long term asset allocation assumptions, with input from the CIO at Hymans Robertson, Andy Green, newly appointed to the SIS Investment Committee.
1.50pm – 2.05pm: New Year Business Audit?
Karl Dines, Head of Business Consultancy - SimplyBiz Investment Services and Janice Laing, Managing Director & project lead for SM &CR - Compliance First & The SimplyBiz Group lay out a plan for auditing the processes and practices within your business. What should your 2019 business health check look like?
2.10-2.30pm: 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 mix the old with the new. In this holistic session, panellists including Katya Maclean, Proposition Director, Guardian Financial Services and Tony Maxfield, Training & Productivity Director, APS Legal & Associates will explore some of the issues advisers are now facing, and how they are being addressed.
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.
Panellists will include:
3.00 – END