2022 Platforms, Wraps and Advice Technology Conference

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Advisers in the driver’s seat: Platforms, Wraps, and Advice Technology.

Financial advice is at a turning point and advisers need to grab hold of the agenda and give voice to their views.

In a year during which the Treasury is examining financial advice, its affordability, and the way it is delivered, Financial Newswire will spend two days examining the realities of financial advice in 2022 and what is needed to help it break clear of FASEA, the morass of red tape and the concepts of the product manufacturers.

Making advice affordable and accessible is the objective. Technology is a key part of reaching that objective and so too are adviser eco-systems. But there is so much more and advisers need to step up to drive the policy outcomes on their terms.

WHERE

Chateau Elan at The Vintage
Hunter Valley, Vintage Drive
Rothbury NSW

WHEN

Wed 25 May – Fri 27 May, 2022

Wednesday, 25 May (optional)
12:30 pm Golf

Thursday, 26 May
Conference Day 1

Friday, 27 May
Conference Day 2

AGENDA

TIME

THURSDAY 26TH MAY

08:30

Registration

09:00

Welcome Address by Conference Chair

09:10

Industry Landscape KEYNOTE: Investment Trends Details the Evolving Shape of the Industry

Speaker:

  • Sarah Brennan, CEO, Investment Trends

09:40

KEYNOTE: Lead Sponsorship

Speaker:

  • Matthew Esler, Co-Founder, Padua Financial Group

10:10

PANEL: Advice Technology

  • How is it changing? Describe the pain points encountered by advisers and how they are being addressed.
  • What products are available? Which products address which problems?
  • What technology can support it? There are a range of technology approaches – are they mutually exclusive?

Speakers:

  • Robert DeDominicis, CEO, GBST
  • Patrick Clarke, General Manager – Retirement Solutions, Generation Life
  • Matthew Esler, Co-Founder, Padua Financial Group

10:50

Morning Tea

11:20

KEYNOTE: Gold Sponsor

Speaker:

  • Indy Singh, Executive Chairman, Fiducian

12:30

Networking Lunch

13:30

SUPERANNUATION PANEL: The Consolidation of the Superannuation Industry

  • Is APRA’s merger agenda driving an industry where superannuation funds are too big to fail?
  • Provided small to medium funds continue to perform, should they be allowed to survive and thrive?
  • What are the dangers of an industry with too few funds?

Speakers:

  • Russell Mason, Superannuation Lead, Deloitte
  • Ben Facer, Chief Strategy Officer, NGS Super
  • Andrew Proebstl, CEO, legalsuper

14:10

KEYNOTE: Industry

Speaker:

  • Jason Entwistle, Director – Strategic Development, HUB24

14:40

FINANCIAL ADVICE PANEL: The Challenge for the Industry

  • What will a change of Government or perhaps a change of minister mean for financial planning?
  • Is there a danger that financial planners are simply not being listened to and how should that change?
  • What are the commercial models that are working for licensees and what should they be avoiding?

Speakers:

  • Darren Steinhardt, CEO, Infocus
  • Jaime Johns, General Manager, Madison Financial
  • Paul-Harding Davis, Managing Director, AdviceIQ

15:10

Afternoon Tea

15:40

PANEL: Managed Accounts Deep-Dive

  • Are licensee managed accounts products sustainable and advisable in a tightening regulatory environment?
  • Three of the major research and ratings houses are playing key roles in managed accounts. How is that playing out?
  • Who is really winning from managed accounts – is it really a win-win for advisers and their clients?

Speakers:

  • Toby Potter, CEO, IMAP
  • Daniel Vanderzeil, Director – Managed Accounts, Colonial First State
  • Lukasz de Pourbaix, Chief Investment Officer, Lonsec

16:10

FINANCIAL ADVICE KEYNOTE: Advice in a Post-Bank World

Speaker:

  • Marianne Perkovic

16:40

KEYNOTE: Residential Property Investment

Speaker:

  • Louis Christopher, CEO & Founder, SQM Research

17:10

Closing Remarks and Day 1 Wrap-Up

19:00-19:30

Conference Drinks

19:30-22:00

Dinner with Keynote

TIME

FRIDAY 27TH MAY

08:30

Welcome Address by Conference Chair

08:40

PANEL: Retirement Income

  • Are advisers educating their clients enough about retirement income adequacy and how to live well in retirement?
  • What is wrong with the current retirement income policy settings and what can be improved?
  • Annuities are a retirement income product cornerstone, but what else is out there?

Speakers:

  • Greg Hansen, Senior Business Strategy Manager, HUB24
  • Russell Mason, Superannuation Lead, Deloitte
  • Andrew Proebstl, CEO, legalsuper

09:10

PANEL: How the Evolution of Ecosystems will Impact the Platform Market

  • There is hot competition between platforms, research houses and software providers to grow their businesses in a consolidating financial services industry. How is that playing out?
  • Why have the new models evolved and are we going to see them work in harmony or bifurcate?
  • What role is technology playing in the evolutionary process?

Speakers:

  • Rick Di Cristoforo, Director of Research Products (AU/NZ), Morningstar
  • Indy Singh, Executive Chairman, Fiducian Group
  • Robert DeDominicis, CEO, GBST
  • Paul-Harding Davis, Managing Director, AdviceIQ
  • Darren Steinhardt, CEO, Infocus

09:50

PANEL: ESG Affect on Platform

  • When ESG products on platforms pass the Greenwashing test
  • How do the early movers such as Australian Ethicals, Nanuk etc. distinguish themselves in an increasingly crowded market?
  • ESG investment has become mainstream, but how well are financial advisers informed about what distinguishes one product from another?

Speakers:

  • Russell Mason, Superannuation Lead, Deloitte
  • Leah Willis, Head of Client Relationships (National), Australian Ethical
  • Justin Medcalf, Financial Adviser, ethinvest

10:30

Morning Tea

11:00

PANEL: Cryptocurrency – Future of Investing?

  • How comfortable are financial advisers with talking to their clients about cryptocurrency and its place in their investment strategies?
  • Do managed funds represent one of the safest ways for clients to put a toe in the water on crypto?
  • How comfortable are the ratings houses with crypto products?

Speakers:

  • Craig Hobart, Head of Distribution, Monochrome
  • Irene Guiamatsia, Head of Research, Investment Trends
  • Sarah Brennan, CEO, Investment Trends

12:00

Closing Remarks and Conclusions

12:10

Networking Lunch

LEAD SPONSOR

GOLD SPONSOR

DINNER SPONSOR

PANEL SPONSORS