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Event Date |
Tue Jan 24 GMT (almost 2 years ago)
In your timezone (EST): Mon Jan 23 7:00pm - Mon Jan 23 7:00pm |
Location |
FT Forums
1 Friday St, London EC4M 9BT, UK |
Region | EMEA |
It is now 10 years since the Retail Distribution Review came into effect, ushering in the biggest change to the adviser marketplace since depolarisation.
Over the past decade, we have seen the rise in adviser professionalism, increasing transparency on fees and a strong focus on consumer outcomes. But we have also witnessed an ever-widening advice gap, caused by an initial outflow of advisers and the removal of commission; a tightening professional indemnity insurance market and ever-burdensome levies on firms who remain.
This event, brought to you by FTAdviser, will explore how advisers can build on the experience of the past 10 years to succession-proof their businesses for the next 10 years, reach a wider range of clients and use the advances in technology to streamline processes and grow their operations.
• how RDR has influenced the financial advice market in 10 years since its introduction
• with top level financial advisers and the regulators working on policy decisions such as the RDR
• how you can build on the experience of the past 10 years to reach a wider range of clients, streamline processes and succession proof your business
2023 Speakers
Simon Harrington
Head of Public Affairs, PIMFA
Sarah Lord
Past President, PFS
Tracy Vegro
Chief Executive, CISI
Chris Hudson
Managing Director of Retail & Intermediary, Standard Life, Part of Phoenix Group
Therese Chambers
Director of Consumer Investments, Financial Conduct Authority
Robert Sinclair
Chief Executive, Association of Mortgage Intermediaries (AMI)
Victoria Hicks
Managing Director, The Exit Partnership
Kanishk Swarup
Partner, St. James's Place Wealth Management
Simoney Kyriakou
Senior Editor, FTAdviser
Carmen Reichman
Multi-Media Editor, FTAdviser
Ruby Hinchliffe
Senior Reporter, FTAdviser
Jane Matthews
Reporter, FTAdviser
2023 Sponsors
• Phoenix
• Standard Life