Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.
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.
Both the Schroder UK Opportunities Fund and the Schroder UK Alpha Income Fund follow an investment approach based around the business cycle, where the managers attempt to identify turning points in the cycle and then focus on the types of companies they believe will benefit from it.
Join Fund Manager Matt Hudson where he will discuss how the UK economy is going through an “economic slowdown, not a showdown” and the opportunities he is currently finding within the markets.
The webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management Global Multi-Asset Solutions Team. Toby will review the markets and look at how this has impacted the portfolios and investment decisions moving forwards.
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
Four years into his position as Legal & General’s Chief Executive Officer, Nigel Wilson provides a fascinating insight on our evolution, international growth aspirations, and his views on some of the issues the mortgage industry faces.
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 Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.
Join us for our inaugural webinar which will provide quick timely insights into the equity factor market designed to leave you with key information to help you think strategically about your factor exposure. Our experts will discuss how interest rate hikes, the economic landscape, and continuous volatility impacts the markets; and suggest which factors could be used to best navigate the upcoming environment.
Since the pension freedom changes in 2015, at AXA Life Invest, we’ve been continually looking for ways to improve our products for our customers. We are innovators in the retirement planning marketplace and in this short, informative webinar, Retirement Specialist Chris Iles will share an overview of our exciting, new Secure Advantage+ Guaranteed Capital Benefit.
At the end of January 2018, European banks must make customer and bank account information available to third parties via APIs.
Join this panel where we'll tackle the following:
-Brief overview of PSD2 and what it means for incumbents and new Fintech start-ups
-Is this an opportunity or a challenge?
-How will banking look like post-PSD2?
-How can banks embrace the new changes and how can they prepare?
One of the main benefits of Machine Learning is being able to analyse a large amount of data at the speed and efficiency that would require a huge team of humans. This is something that has proven to be very necessary in the Financial Services industry, where insurance companies, banks, and lenders need actionable insights quickly.
Join this panel where we will discuss:
-Why is Machine Learning such a hot topic? What are the benefits/challenges?
-What is needed to do Machine Learning right?
-Case studies of how Machine Learning is helping financial institutions — better customer experience, faster actionable insights
-How ML is able to spot trends and patterns to mitigate risk
No one can deny that the Fintech scene is booming in the Nordic countries. The collaboration culture that has been quite prominent among the banks in the region as well and on this panel we will discuss whether this slows down or accelerates fintech development.
More topics to be covered:
Fintechs vs. Banks: Are they a threat to existence of Banks or opportunity to thrive?
Why is it necessary to partner & understand Fintechies?
What benefits do Fintechies have over banks?
Why do Fintechies need banks?
What successful models are there for partnering up with Fintechies?
What are the reasons should you choose to acquire a Fintech company?
Join Joe Filicetti for an update on the Legg Mason Western Asset Macro Opportunities Bond Fund.
After the turbulent start to the year in the fixed income markets the fund has seen some major themes play out in its favour during Q2. Joe will talk about the last three months and what he thinks may be to come in the second half of the year.
In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.
What is your business value proposition? Are you and your clients clear about the value you add? The answers to these 2 questions are key to the future profitability of your business.
Glassagh Consulting and Panacea Adviser in their next webinar will highlight the simple steps you can take to:
•Create a strong differentiation between you and your competitors.
•Increase not only the quantity but also the quality of prospective clients.
•Gain market share in your targeted segments.
•Improve your operation efficiency.
•Increase your revenue.
•Ensure that everyone in your company communicates the same message.
Join JPM UK Equity Core Fund portfolio manager, James Illsley, as he discusses how the fund provides low-risk active exposure to the UK stock market. The UK Equity Core Fund aims to produce consistent returns to the UK stock market over time, while rigorously controlling risk through its benchmark-aware approach.
Don’t miss the opportunity to hear from James and put forward your questions.
Automatic Enrolment has become an integral part of every employer’s financial administration process. For many employers, their payroll bureau, accountant, bookkeeper, and, or, financial adviser play a central role in ensuring they become and remain compliant with their auto enrolment obligations.
1. What is automatic enrolment and how does it work?
2. How can advisers engage most effectively with their clients, select a quality scheme and manage ongoing administration?
3. How do Smart Pension's advanced technology solutions help simplify and facilitate engagement with the automatic enrolment administration process?
In today’s discussion, Griselda Williams and Mat Castle, Directors of Business Development at Smart Pension, will explore these questions and outline ways to help you engage with automatic enrolment in a way that is simple, time efficient and cost effective for both you and your clients.
Hear Neil Gregson, portfolio manager of the JPM Natural Resources Fund, and James Sutton, client portfolio manager, as they discuss how the fund is position to benefit from a diversified exposure to the commodities sector.
The Schroder European Fund is an all weather fund with a flexible pragmatic approach investing in continental Europe.
With value stocks picking up, lower oil prices and the uncertainty of the upcoming Brexit referendum, join Martin Skanberg, Fund Manager, as he discusses the next phase for Europe and how he identifies mispriced opportunities.
In this webcast we will look at Diversified Equity Factor Investing (DEFI). We will examine the 4 key factors that drive long-term equity returns: Value, Quality, Momentum and Low Volatility and how we apply these factors to our research focused approach.
The quest for yield comes at the price of more volatility, more downgrade risks and potentially more liquidity risks. Each of these events can translate into yield destruction that durably affects the performance of a bond portfolio, especially for constrained investors. Looking for quality, however, is expected to render those risks more remote at the price of lower yields, whereby such lower yields may not always materialise into lower performance. In his presentation, Olivier will cover the benefits of fixed income indices:
• Identifying advantages and drawbacks of bond indices versus single securities, and assessing the impact of index rules on yield capture
• Examining alternative indexing approaches that enhance such yield capture while retaining the advantages of broad benchmark indices
• Reviewing the case of yield seeking and quality oriented bond investors in the emerging markets sovereigns and IG corporate bond indices
After completing his Masters in Engineering Science at the Ecole Centrale in Paris and Financial Mathematics at the Technische Universität Berlin, Olivier Souliac worked for Deutsche Bank in London and Frankfurt in the structured funds and index funds division. The particular emphasis in this role was on the development and distribution of systematically managed funds, with a focus on fixed income solutions for institutional clients. Olivier Souliac became an active member of the Deutsche Bank Asset & Wealth Management division at the end of 2012, working in this same area of responsibility. In October 2014, Olivier joined the Strategic Beta team within Passive Asset Management and focuses on fixed income strategies.
Since the pension freedom changes in 2015, at AXA Life Invest, we’ve been continually looking for ways to improve our products for our customers. We are innovators in the retirement planning marketplace and in this short, informative webinar, Retirement Specialist Chris Iles will share an overview of our exciting, new Secure Advantage+ Legacy Protect Benefit.
FinTech doesn’t just sit in London or New York or Singapore. It sit inside every industry and every country – it is the rails and the platforms for which money is moved and spent and saved and loaned. FinTech is not the preserve of old, white men (the stale, male and pale crowd as some call it) but It improves the lives of women in the third world, allows a teenager to check their balance before a trip to the mall and makes it easier for fund managers to process reporting.
Financial services, as an industry, plays a part in almost every major life decision from buying a home, to starting a business to retirement. FinTech aims to make the part banks and financial services play easier and more efficient. For FinTech to have the most affective impact, from global to the local, it has to create a place where a wide variety of experiences and voices are welcomed to shape the future of our world.
Join us and our exciting panel as we discuss ‘Finding your place in the FinTech Future’