9:00am – 9:10am
Overview – Wednesday – December 4
9:10am – 10:00am
The unprecedented steps central banks around the world are taking to spark economic growth is leaving investors and asset allocators without precedent for their risk and return assumptions. Experts address the big challenges confronting investors deciding where to allocate their fee budgets:
• Low interest rates
• Lack of alpha
• Lack of return on ‘value’
10:00am – 10:50am
ASIC has been collecting information from platform and managed account providers for some time as part of the work it’s doing to better understand disclosure and management of conflicts. The ASIC executive leading this project updates the regulator’s position in a presentation and moderated Q&A.
10:50am – 11:20am
11:20am – 12:10pm
The country’s largest advice groups are adapting to the new world of advice in real time. Hear from the heads of research at the biggest wealth-led businesses about how they’re handling approved product list, adapting to simplified corporate strategies and providing front-line advisers with the best possible investment options and strategies.
12:10pm – 1:00pm
The proliferation of listed products in recent years has not only given investors more choice and functionality, but it has also created a series of new challenges and potential pitfalls to avoid. This panel of experts pick over some of the biggest issues and opportunities in the land of listed products.
1:00pm – 1:50pm
1:50pm – 2:40pm
Large superannuation funds have a natural advantage in terms of what they’re able to invest in. This panel explores what assets are performing well in this environment given the macro economic backdrop and how some consultants and advice practices are attempting to replicate these strategies.
2:40pm – 3:05pm
3:05pm – 3:55pm
Advice practice principles, researchers and consultants discuss the evolution of investment implementation structures proliferating in the IFA space. When does it make sense for an advice practice to consider implementing a new investment implementation framework? What elements are needed to...
3:55pm – 5:15pm
Forum delegates will be divided into groups and assigned topical issues. Groups receive 60 minutes to discuss their assigned topics. A group leader is nominated to guide each discussion and to present the groups debrief to the broader forum in the afternoon.