Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
Event Date |
Tue Apr 24 BST (over 6 years ago)
In your timezone (EST): Tue Apr 24 12:00am - Tue Apr 24 12:00am |
Location |
The Brewery
52 Chiswell St, London EC1Y 4SD, UK |
Region | EMEA |
Has there ever been a better time to be a financial adviser? It's a serious question. Yes, there's ever-increasing regulation, an uncertain economic and investment outlook and the challenges posed by robo-advice. But those are the very issues creating huge opportunities for advisers. The Retail Distribution Review has helped ‘professionalise' and improve the advisory sector, amid a significant rise in demand for advice - which in turn has been enhanced by uncertain markets. A demand which ‘robo advice', properly used, can clearly help advisers meet. And, until the banks formulate a response to this demand, advisers' only real competition is each other.
2018 Speakers
KEYNOTES:
Graeme Codrington
Futurologist and Author, TomorrowToday
Lord Digby Jones
Businessman and former Minister of Trade & Investment, Digby Jones
SPEAKERS:
Ian Battersby
Business Development Director, Seneca Partners
Scott Black
Learning and Talent Development Partner, Janus Henderson Investors
Dan Brocklebank
UK Director, Orbis Investments
Philip Brown
Head of Policy, Lv
Kevin Carr
Chief Executive Officer, Protection Review
Nigel Chambers
Ctc Software, Chairman
Mike Clifford
Chief Commercial Officer, Intelliflo
Andy Coleman
Managing Director, Aegon UK
Graham Duffy
Care Specialist, Just
Mike Farrell
Protection and Equity Release Sales Director, Lv
David Ferguson
Chief Executive Officer, Nucleus Financial Group
Leigh Fisher
Business Development Manager, Investec Structured Products
Chris Flowers
Head of Distribution, Pure Retirement
Tish Hanifan
Founder and Joint Chair, Society of Later Life Advisers
Tom Hegarty
Managing Director, New Model Business Academy
Heather Hopkins
Managing Director, NextWealth
Jaqueline Lockie
Head of Financial Planning, Chartered Institute of Securities and Investment
Roy Mcloughlin
Associate Director, Wealth, Cavendish Ware
Alistair McQueen
Head of Savings and Retirement, Aviva
Kerry Nelson
Managing Director, Nexus Independent Financial Advisers
Justin Onuekwusi
Fund Manager, Legal & General Investment Management
Richard Parkin
Pensions & Retirement Consultant, Parkin Consulting
Rory Percival
Consultant & Former Fca Technical Specialist, Rory Percival Training & Consulting
Chris Pitt
Head of Market Analysis, Iress
Mark Polson
Founder and Principal, the lang cat
Keith Richards
Chief Executive, The Personal Finance Society
Paul Resnik
Co-Founder, FinaMetrica & Director of Marketing, PlanPlus Global
Daniel Rodwell
Managing Director, GrowthInvest
Jack Rose
Head of Tax-Efficient Investment, Lgbr Capital
Tim Sargisson
Chief Executive, Sandringham Financial Partners
Peter Smith
Global Head of Industry Policy Liaison, Tisa
Anna Sofat
Director, Valenta Bpo UK
Paul Speight
UK Sales Representative, Canada Life
Mark Stokes
Group Proposition and Marketing Director, Succession Group
Hugo Thorman
Chairman, P1 Investment Management
Davydd Wynne
Portfolio Director, Dfm & Head of Structured Products, Cazenove Capital
CHAIRS:
David Burrowes
Chairman, The Equity Release Council
Julian Marr
Editor, Professional Adviser
Philip Martin
Director, Unique Financial Planning
Ian McKenna
Finance & Technology Research Centre Ltd, Director
Kim North
Managing Director, Technology & Technical
Cherry Reynard
Financial Journalist, Independent
Clive Waller
Senior Partner, Cwc Research
2018 Sponsors
GOLD:
• Aviva
• Canada Life
• Cazenove Capital
• FinaMetrica
• Investec
• Janus Henderson
• Legal & General
• Lve
• Orbis
• Valenta Bpo
SILVER:
• Aegon
• Growth Invest
• Intelliflo
• Iress
• Just
• LightTower Partners
• Pure Retirement
• Seneca
• Unicorn Asset Management
NETWORKING PARTNERS:
• Clever Adviser
• Fe Analytics
• Thesis Assect Management
• Vision
SUPPLIER HUB PARTNERS:
• Apricity
• Compare the Platform
• Dcm
• Financial Adviser
• Money Alive
• P1
• Portfolio Metrix
• Stellar
• Underwrite
• Way Investment Services
MEDIA PARTNERS:
• Cover
• Investment
• Multi Asset Review
• Professional Pensions
• Retirement Planner
• Wsb