FinTech Platforms & Wraps Conference

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Australia’s ‘must attend’ event for wealth management executives focused on the upcoming regulatory changes and the emerging technology and innovation trends shaping the market today.

Arguably the largest and most prestigious event on the wealth management executive’s calendar, this event will bring together key decision-makers from the industry including CEOs, CIOs, CTOs and Divisional Heads. The conference will provide unparalleled networking opportunities for delegates and drive dynamic conversation around the opportunities and challenges shaping the market today. This will also enable attendees to map out tomorrow's innovative advancements in business-enabled technology.




Event Details

Date:        Wednesday 2 August - Friday 4 August 2017 
Location:  RACV Royal Pines Resort, Gold Coast
                 
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Agenda

2nd August 2017 12:30pm - 6:00pm

Networking Golf

DAY 1 - 3rd August 2017 8:30am

Registration

9:00am

Welcome Address by Conference Chair

9:10am

Investment Trends: Development Spending Rises for Platforms and Wraps

  • How is the market evolving? Will development spending continue to rise?
  • Top-performing platforms and wraps
  • Where does fintech and technology development come into play?

Speaker: Michael Blomfield, Chief Executive Officer, Investment Trends

9:40am

Industry Presentation - The Evolution of Platforms and Wraps

Speaker: Colonial First State

10:00am

Panel: Dealer Groups’ Insights

  • What new administration technology and support solutions will dominate the market in the next 12 months? Where are the growth areas to focus on?
  • What are advisers expecting in terms of user experience and functionality? What are platforms doing differently to meet this need?
  • The swing towards fintech and self-directed investment alternatives – does having open architecture service platform matter?
  • Are platforms lessening need for planning software?
  • Are more planners using software such as Class, XPLan, Advisor Logic and not using platforms?

Panellists:

Grahame Evans, Managing Director, GPS Wealth
Neil Younger, Managing Director & Group CEO, Fortnum Financial Advisers
John de Zwart, Managing Director, Centrepoint Alliance Board
Rod Bristow, Managing Director & CEO, Infocus Wealth Management

10:40am

Morning Tea

11:10am

International Keynote Presentation: Robo-advice as a Tool to Enhance Client Relationships

  • Where is the Australian market at with robo-advice? Drawing examples and lessons from how the US and UK wealth industries are utilising robo-advice
  • Knowing when and how to utilise the most suitable tools and strategies at different stages of client engagement
  • How will robo-advice evolve in the next two years? What challenges and opportunities lie ahead?

Speaker: Mark Polson, Founder, the lang cat ltd

11:40am

Technology Presentation by Bravura

Speaker: Darren Stevens, Director, Product Management and Strategy, Bravura

12:00pm

On-stage Interview: Means to an End: Investing into Administration Technologies

  • Lessons learnt from recent case study in the financial advisory market
  • The decision-making processes around making a big technology project spend
  • Technology migration in a highly dynamic platforms market

12:30pm

Networking Lunch

1:30pm

An Update on Regulation and Compliance

  • Updates on new regulatory guides for wrap platforms and managed accounts
  • Issues affecting advisers in MDA regulation changes
  • Regulatory reforms and impacts on fintech start-ups

2:00pm

The Netwealth 2017 AdviceTech Survey: How will Technology Spur Advice Practices in the Future?

  • Netwealth will present findings from their recent survey of over 200 independent financial advisers, examining the current and future usage of technology in advice practices

Speaker: Michael Heine, Joint Managing Director, netwealth

2:20pm

The Rise and Rise of Managed Accounts – How to Leverage this Boom

  • Navigating challenges in shifting to managed account structures and ensuring value-adding advice practices
  • MDA versus SMA: How can platform providers, planners and advise businesses reap maximum benefits from both?
  • Changes in MDA regulations and what’s in stored for the platforms and advisers in the next 6-12 months

Speaker: Toby Potter, Chair, IMAP

2:50pm

Afternoon Tea

3:20pm

Debate: Are Traditional Platforms and Wraps Becoming Redundant with FinTech, Digital and Mobile Technologies?

Moderator: Mike Taylor, Managing Editor, Money Management

Discussion Panellist:
Michael Heine, Joint Managing Director, netwealth
Wes Gillett
, Head of Marketing and Distribution, Hub24

3:50pm

FinTech Panel

  • How are fintechs progressing in the wealth management market
  • What will be the ultimate distinguishing value for fintechs?
  • Looking at the next steps of growth and expansion
  • Opportunities and strategies to collaborate with banks and major players

4:30pm

Closing Remarks and Day 1 Wrap-up

6:30pm – 10:00pm

Conference Dinner

DAY 2 - 4th August 2017 8:30am

Registration

9:00am

Welcome Address by Conference Chair

9:10am

Panel: Consolidation or Expansion: M&As and the Future of Wealth Industry

  • How will the sell-out and acquisition of wealth businesses by major bank players shake and shape the wealth industry?
  • The future of platforms and wraps market – what do financial advisers want?
  • Opportunities in new operational models and where does technology come into play
  • Badges and alternative revenue streams for licensees

9:50am

Technology Presentation

10:10am

Panel: Lifting Platform Administration Efficiency and Performance

  • On-platform versus off-platform: Is the industry trending towards off-platform? How will this impact operation, administration and compliance?
  • Integrating platform administration and SMSF administration
  • Pressure of margin compression and what this means for dealer groups when it comes to scaling the business

Panellists:

  • Michael Butler, National Compliance Manager, Interprac Financial Planning
  • Eugene Ardino, Chief Executive Officer, Lifespan Financial Planning

10:50am

Morning Tea

11:20am

Enhancing Adviser’s Back-office and Middle-office Administration Process Efficiency

  • Emerging technologies that are crucial to improve operational efficiency and client experience
  • How to innovate traditional platforms technologies to succeed in a disruptive wealth management market
  • Working together with fintech start-ups
  • Data Management and data feeds
  • Revenue management
  • Compliance management and reporting

11:50am

Panel: Making Platforms More User-friendly for Planners

  • How platforms can better support planners in client-centric, goal-based financial advice
  • What functionalities will be most crucial for planners in the next 12 months?
  • Providing greater transparency and control for advisors and clients
  • Helping licensees with revenue management and compliance

Panellists:

  • Annick Donat, Chief Executive Officer, Madison Financial Group
  • Sarah Brennan, Director Business Benchmarking Services, Comparator

12:30pm

Closing Remarks and Conclusion

12:35pm

Networking Lunch