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Financial Advisers

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  • The #1 question for people everywhere:
    How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?

    George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.

    The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.

    Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.

    You will learn:
    1.How to deliver work-life balance to yourself, your clients and your employees
    2.How Mindfulness & Life Planning are key elements to your work-life balance
    3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
    4.Strategies for finding more time to support a good work-life balance

    Can’t Miss Takeaways - You will:
    1.Do the famous GK 3-Questions facilitated by George Kinder
    2.See and receive access to a Free consumer Life Planning website
    3.Receive a Free “Life Planning for You” book by George Kinder
    4.Have access to an audio guide to a daily Mindfulness practice.

    Who should attend?
    Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.
  • In this webinar, we will see that with the arrival of the Internet, tablets, and smartphones, the expectations of customers have changed over the past 15 years. While many industries have been disrupted, banking is one of the industries that is yet to experience a big change. This has created a big gap for Fintech to flourish.

    Is banking under attack? No. Fintech represents the opportunity for banks to not only serve their clients better, but also generate more revenues by lending their infrastructure to Fintech and indirectly reaching out to new audiences.

    In this panel session, we will discuss:

    -Incumbent banks, challenger banks, neobanks, internet banks -- What are the different business models developing?

    - What are the digital and additional distribution/commercial channels or major transformational events that are redefining banking business models?

    -Are we going toward full-frontal competitive battles, coopetition or partnerships between banks and fintech?

    -How are regulatory evolutions impacting - positively or negatively - digital banking?

    -The centrality of the user/consumer experience and requirements
  • There is much debate on fintech startups disrupting the traditional banking sector. What gives fintech companies the edge over traditional banks and how can they focus their business to do more of it? Join our panelists as they discuss the technology and processes that set fintech startups apart and how these companies can add value to the traditional/challenger banking ecosystem.
  • This year we saw the attention turning from the bitcoin and cryptocurrencies to the underlying blockchain technology. Never before we had a network with memory that could perform computations. This alters the very foundation of the Internet and can fundamentally change how companies operate. With more and more banks looking to get involved in the Blockchain initiative, now more than ever, there is a need to fully understand the potential of Blockchain and how banks can use it to reinvent themselves.

    Attend this panel session where industry luminaries will tackle the challenges that Blockchain poses and what steps the financial services industry should take in 2016 if they want to stay in the game.
  • What’s next for emerging markets after a turbulent 2015? The unexpected devaluation of the Yuan, the collapse of emerging currencies, large capital outflows, the implosion of China’s local market, freefalling oil prices as well as persistent political uncertainty, were only some of the numerous headwinds.
    In an environment characterized by low commodity prices, rising rates and uncertainties around China, emerging markets will remain complex, but are likely to offer even more opportunities and alpha potential for those who know where to find them and how to avoid risks. Let us guide you through emerging markets in 2016.
  • Panacea Adviser has teamed up with Glassagh Consulting and Equifax Touchstone to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to prepare your business for 2016.

    As we move into 2016 and with the sunset clause only a few months away, now is the time to look take a look at your business and how you can best prepare it, in order to get the most out of 2016.

    The webcast will include three ‘resolutions' to consider:

    1. I will get my data in order. Chris Park from Equifax Touchstone will cover how important it is to cleanse your client personal data as well as looking at new client profiling tools available to optimise marketing campaigns.

    2. I will review my fees. Derek Bradley, CEO of Panacea Adviser will talk through Panacea’s latest poll results on fees that are being charged and how to maximise profitability

    3. How I will communicate the right message to the right people at the right time. John Joe McGinley of Glassagh Consulting will discuss future trends and how to use client segmentation to make your communications more powerful in 2016 and beyond. This webcast will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.
  • This webinar will provide an introduction to the nature and extent of procurement fraud, and discuss the ways in which SAS can help identify, quantify and prevent it from occurring. The SAS platform has been designed to examine Oracle or SAP ERP data, and contains prebuilt scenarios and reports to assist rapid completion of PoV’s and implementations. The session will include a brief demo, discuss existing sales & enablement collateral and review recent case studies and marketing initiatives. Attendees will also be given a brief introduction to a specialist business partner who has worked with SAS to jointly develop IP and deliver PoV’s and projects.
  • Banks have prepared multi-year financial plans for decades; many with a stress testing component.
    Then in 2008-09, in response to the financial crisis, Regulators selected Stress Testing as a key tool for monitoring a bank’s financial health. They issued detailed guidance and instigated a rigorous review programme.

    6+ years on, banks have spent $millions on Regulatory Stress Tests and built big teams. Yet they struggle to deliver results on time and stress test quality remains poor.

    What have Regulators introduced that is so difficult?

    What new options do Banks have to meet requirements ?
  • From lower oil prices and China's Black Monday, to the Fed’s decision to stall interest rate rises, 2015 has not been short of surprises.

    Join Azad Zangana, Economist and Strategist at Schroders, for insight on the themes that will shape global markets in 2016.
  • With the Fed poised to raise interest rates, at the same time as the ECB continuing its QE programme, expectations for growth and inflation are diverging across global regions.

    PIMCO Credit Portfolio Manager Ketish Pothalingam and Jon Dabinett examine the impact this has on the opportunities and risks in credit markets, and identify our best investment ideas for the year ahead.

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