2nd August 2017 12:30pm - 6:00pm
Networking Golf
DAY 1 - 3rd August 2017 8:30am
Registration
Welcome Address by Conference Chair
Investment Trends: The Evolving Role of Platforms in the Planning Practice
- Are platforms and wraps keeping pace with expectations?
- Who are the top-performers?
- Next generation platforms
- Where does fintech and technology development come into play?
Speaker: Michael Blomfield, Chief Executive Officer, Investment Trends
The Modern Managed Account – Allowing Advisers to Unlock a Client-Centric and Scalable Advice Offer
The modern managed account adapts to individual client needs, while supporting advisers to construct, implement and manage client portfolios in an efficient and scalable way.
Speaker: Sue Wallace, Executive Manager, IFA Strategy Program, Colonial First State
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?
Moderator: Mike Taylor, Managing Editor, Money Management
Panellists:
Grahame Evans, Managing Director, GPS Wealth
Neil Younger, Managing Director & Group CEO, Fortnum Financial Advisers
John de Zwart, Managing Director, Centrepoint Alliance Board
Annick Donat, Chief Executive, Madison Financial Group
International Keynote Presentation: No Robots, No Advice: Digital Engagement and Client Relationships
- When is advice, advice, and when is it something else? How the US and UK markets have evolved, and how Australia measures up
- If we build it will anyone notice – lessons in engagement from other territories
- I’m a robot, you’re a robot, we’re all robots now – what the future looks like
Speaker: Mark Polson, Founder, the lang cat ltd
Demystifying the Technology behind Fintech
- Illustrating technology required to take advantage of Fintech
- The implications for your business and what you should be asking your vendors
Speaker: John Burke, Head of Strategic Engagements, Bravura Solutions
Two Roads to A Single Destination
- Managed accounts – platforms meet investment management
- Expose yourself – delivering your investment philosophy through managed accounts
- Choice abounds – what are the pros and cons?
- Pick a partner – important things to consider
Speaker: Russell Brinckley, National Manager, Product Development, BT Financial Group
ASIC Update on Regulation and Compliance
- Updates on regulatory guidance relevant to platforms and managed accounts
- Issues affecting advisers in updated MDA regulation
- Regulatory reforms and impact on fintech start-ups
Speaker: Ged Fitzpatrick, Senior Executive Leader, Investment Managers and Superannuation, ASIC
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: Steve Thomas, Head of Managed Accounts - Strategy & Development, netwealth
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 advice businesses reap maximum benefits from both?
- Changes in MDA regulations and what’s in store for the platforms and advisers in the next 6-12 months
Speaker: Toby Potter, Chair, IMAP
Debate: Platform and Technology
Davids vs the Goliaths (and each other?). Is it as simple as the quality of the slingshots? How important and how hard is it to constantly innovate and upgrade? This moderated session will feature a discussion and debate about the future of platforms from two of the successful newer platforms. We will seek to stretch our speakers and explore many factors such as:
- Nimbleness vs scale
- Nimbleness vs nimbleness
- How constant must the innovation be?
- Blockchain and platforms – friend or foe?
- What makes success and how do you maintain the rage? After all, Confucius say person who rests on laurels soon knocked on rear.
- How hard is competing against the other new and nimble players?
- Are advisers really getting the best out of technology for their clients and the operations of their practices?
- Are clients starting to get noticeably more demanding and more engaged with platforms?
- How does all this this impact the future for advisers?
Moderator: Paul Harding-Davis, Principal, PHD Management Consulting Pty Ltd
Discussion Panellist:
- Steve Thomas, Head of Managed Accounts - Strategy & Development, netwealth
- Wes Gillett, Head of Marketing and Distribution, Hub24
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
Moderator: Paul Harding-Davis, Principal, PHD Management Consulting Pty Ltd
Panellist:
- Harry Chemay, Co-Founder & CEO, Clover
- Rick Klink, Executive Director / Head of Technology, OpenMarkets
- Sid Sahgal, Chief Executive Officer, Macrovue
- Dilip Sankarreddy, Chief Executive Officer, QuietGrowth
Closing Remarks and Day 1 Wrap-up
DAY 2 - 4th August 2017 8:30am
Registration
Welcome Address by Conference Chair
Panel: Consolidation or Expansion: M&As and the Future of the 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
Moderator: Mike Taylor, Managing Editor, Money Management
Panellists:
- Indy Singh, Managing Director, Fiducian
- Jonathan Hoyle, Chief Executive Officer, Stanford Brown
- Paul Harding-Davis, Principal, PHD Management Consulting Pty Ltd
- Paul McGivern, Director Business Benchmarking Services, Comparator
Moderated Discussion
The major platform players continue to invest millions of dollars to the continuing development and improvement of their platforms, with Westpac/BT being viewed as a stand-out for the level of its investment in Panorama. Mike Taylor will interview the major players, including BT and CFS about the level of their continuing investment, the likelihood of any technology game-changers and, given the rise and rise of some smaller players, whether they are still extracting an appropriate return on investment.
Moderator: Mike Taylor, Managing Editor, Money Management
Discussion Panellist:
- Kelly Power, Head of Platforms, BT Financial Group
- Sue Wallace, Executive Manager, IFA Strategy Program, Colonial First State
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
Moderator: Paul Harding-Davis, Principal, PHD Management Consulting Pty Ltd
Panellists:
- Michael Butler, National Compliance Manager, Interprac Financial Planning
- Eugene Ardino, Chief Executive Officer, Lifespan Financial Planning
- Angus McLeod, Chairman, AdviceIQ & Portfolio IQ
- Alan Dunne, Chief Information Officer, Fiducian
On-Stage Interview: 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
Interviewer: Mike Taylor, Managing Editor, Money Management
Interviewee: Daniel Gara, Head of Product Development, AdviserLogic
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 advisers and clients
- Helping licensees with revenue management and compliance
Moderator: Mike Taylor, Managing Editor, Money Management
Panellists:
- Annick Donat, Chief Executive Officer, Madison Financial Group
- Paul McGivern, Director Business Benchmarking Services, Comparator
- Dr Hillary Ray, Partner, Cowell Clarke
- Luke Grbin, Head of Client Operations, Fiducian
Closing Remarks and Conclusion
