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.
Ina Yulo (BrightTALK), Vamsi Chemitiganti (Hortonworks), Bob Savino (Moven), Jamie Donald (Moneyhub), Pedro Arellano (Birst)
Businesses around the world have recognised “data management and analytics” as one of the key areas where they are investing time and money. The demand for this push is largely due to new regulations as well as pressure from customers and investors.
From digital banks which visualise your spending habits, to predictive analytics helping understand consumers’ financial habits, and even to how Big Data can be used to fight fraud and reduce risk, join this panel where industry luminaries will tackle the different opportunities that analytics can unlock.
Is Regtech the new Fintech? The definition of Regtech differs depending on who you speak with. New fintech companies are now finding themselves having to comply with regulations for the first time. How will these affect them and how does this differ from incumbent organisations?
In this panel session, we will discuss:
-what are the existing regulated entities?
-how do new regulations affect banks vs. fintech start-ups
-how should fintech start-ups prepare for these regulations?
-the difference between new regtech companies and existing tech companies providing regulation services
-do regulators have the scope to accommodate Fintech companies?
The “regulatory sandbox” announced by the FCA has caused a lot of tongue wagging. Created with the desire to encourage innovative developments, it has also been critiqued for the potential risks involved as well.
Join this panel where we will discuss:
-What are the implications of the sandbox to Fintech companies and incumbent players?
-What needs to be improved
-The role of the regulator
-Governing, developing and maintaining the sandbox
-How new regulations can help challenger banks
When it comes to the Fintech revolution in Africa, we have to look at start-ups that are existing out of the continent but are making waves in how the African financial environment is evolving.
Join this panel to find out why African Fintech is more than just payments. Points to be discussed:
-Its about scoring, alternative methods of financing, setting investor expectations, building repeat business and mitigating risk.
-How do you ascribe meaning to results in order to create the ecosystem for African SME funding within a FinTech construct
-New ways to conduct credit risk assessment across all financial products (Key to unlock greater uptake of mortgages, loans, insurance etc)
-New financial products that meet the needs of various segments of African society (Microinsurance, govt welfare payments etc)
-Build upon the mobile revolution to provide products and services cheaply and virtual (Cost effective distribution and monitoring)
-Leverage mobile based fin-tech for quicker and more efficient disaster and health response (e.g. Ebola)
-Increase the flow of money across borders by drastically reducing the costs of remittances
The volume of cross-border payments continues to grow - representing approximately 8% of the world’s total payments.
Yet with such growth, it seems that the majority of systems used to make those payments are still inefficient, slow and costly for banks, businesses and individuals alike.
Join this session where our panel will answer:
-What are the emerging technologies in the cross-border payments space that offer a viable alternative to the current system?
-Will a common global standard emerge to allow seamless transactions between banks and across borders?
-How are industry stakeholders investing and innovating in alternative systems to solve these inefficiencies?
-And finally, what are the regulatory considerations and barriers involved when innovating these systems?
Payments used to just be about moving money from Point A to Point B. Now, with new checkouts, marketplaces, and other interesting digital experiences, money moves differently, and there are a whole host of new participants.
We'll discuss the new patterns in payments that are required to power the next generation of digital commerce experiences.
Industry studies show that high performing advisory firms market strategically. If you’re looking to move the needle and grow your firm, focusing on content marketing is essential.
· Learn why you should have a content marketing plan
· Learn how to develop a marketing content calendar
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