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 – 12:20pm
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.
12:20pm – 1:00pm
The need and application for investment research has continued to change in recent years in line with an evolving wealth management landscape meeting new regulatory demands and client expectations. This group discussion aims to diagrammatically lay out different structures prevalent in the current landscape and ask which operating models will be suited to the various organisational structures over the next 2-3 years in light of challenges relating to:
- Investment markets
- Increased technology
- Reduced adviser numbers but steady/ increasing client demand
- Support new investment options
1:00pm – 2:00pm
2:00pm – 2:50pm
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.
2:50pm – 3:40pm
Three advice practice leaders and practitioners at various stages of operating and implementing a managed discretionary account solution talk about their experiences.
- How modern advice practices are using and incorporating research
- How advisers use research to achieve best outcomes for clients
- The biggest lessons from choosing and MDA structure
3:40pm – 4:30pm
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.
4:30pm – 5:00pm
NETWORKING DRINKS AND CANAPES