Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.
You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.
Andrew Chorlton, CFA, Head of US Multi-Sector Fixed Income, Schroders
The current market environment doesn’t make it easy for advisors to allocate to bonds. Cash offers only negative real returns, credit spreads remain volatile and munis are quite rich after a strong run. Should investors go back to viewing bonds as the ballast within a portfolio instead of always swinging for the fences and chasing yield? Hear Andrew Chorlton's views on the current market and why he thinks investors are better suited with a flexible approach to fixed income; one predicated on longer-term time horizons. Because in today’s environment, the only way you capture the liquidity premium is through time.
Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting for the latest in our series of free ‘Better Business’ webcasts to support and educate advisers.
If you have clients who use your business on a regular basis find out how retainers can establish real and lasting value for your business and create customer loyalty.
Whilst retainers are commonplace in many service professions their adoption has been slow in financial services.
Panacea and Glassagh Consulting will explore with you:
- What a retainer programme could look like for your business
- The power of retainers in establishing long term client loyalty
- Why retainers makes you attractive as a strategic alliance for other professionals
- Why retainers can be your Trail of the future
A powerful tool to help you establish your retainer model now
Whilst it is no longer a new idea, P2P lending still has a lot of hype around it and the opportunities within it for the future. Investment in this sector is increasing and SMEs are benefiting greatly from it.
In this panel session we will discuss:
-the alternative lending sector and how it can help SMEs obtain the capital they need for growth
-benefits for SMEs to sustain a healthy cashflow
-what role do government agencies play in AltFin?
-recent developments when it comes to AltFi in the real estate market
Whilst many are familiar with blockchain technology, it has not made as big of a splash in the lending industry yet. Blockchain’s part in lending is not limited to securing a bitcoin loan. Join our panel of experts as they discuss the following:
-how blockchain can help small businesses and organisations in emerging markets
-can lending really be 100% transparent when on the blockchain?
-what are some of the reasons why businesses are still hesitant to lend and borrow on the blockchain?
-what are the regulations and compliance restrictions with this technology?
-who are some of the start-ups that are using this technology successfully?
Watch Part 1 of Blockchain: The Last Chance for Banks to Reinvent Themselves - http://bit.ly/24QmXXK
Watch Part 2 of Blockchain: A reality check: blockchain in financial services - http://bit.ly/1R6gCx9
Lenders today can benefit from a much wider range of the data to conduct credit scoring and KYC. Even though the technological backbone of lending certainly helps to perform better, the competition is on the raise too.
Attend this panel session where we will take a look at the main technological, operational and marketing KPIs for a successful online lender.
Fintech has demonstrated in emerging countries that it can contribute efficiently to financial inclusion and sustainable development. Mobile payments, Mobile lending and savings and other services/products are providing new ways for excluded people to be better integrated and reach a better financial and social position.
Join this webinar where the key points that will be tackled include:
-Issues existing in developed countries despite an attempt to develop new solutions through regulation/legislation (e.g. universal bank accounts) and fintech could be providing new tools to address considerable needs in the US and Europe
-P2P lending could unlock some market segments that are very badly addressed by incumbent banks (e.g. SMEs/SMBs Lending, Mortage markets)
-Easy to use mobile/digital banks targeting the unbanked markets or markets such as students and foreign students that are either left unaddressed or badly addressed by incumbent banks would bring new positive contributions to financial inclusion.
The mobile world and mobility in general has opened many doors for small businesses and regular individuals who want to benefit from the P2P trend.
Join this session where we will discuss:
-Understanding individual customers' needs and how to create a product for the user
-The does "going mobile" really mean?
-Discussion of use cases with mobile lending
-Mobile banking adoption rates, APIs, Big Data, Biometrics, security concerns
The lending industry has definitely been disrupted, with P2P lending leading the way. But with recent developments and incumbent organisations trying to play catch up, will Fintech be the main or alternative solution for the lending industry?
In this panel, we will discuss:
-Why consumers are choosing fintech lending platforms over more traditional ones
-What are some of the benefits that banks still offer in this space?
-What does the lending environment look like in 2016?
-What are some of the things new fintech companies can do to become the main lending solution?