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BMO Adviser Edge: The future of financial planning summit

As we emerge from lockdown, are we returning to business as unusual? How do advisers adapt their business models to ensure they can thrive in this new world?

We evaluate the key considerations for advisers and the new opportunities that might exist in a post COVID world.

Based on extensive research from 100 adviser firms and 1000 investors we will provide insight into how firms are adapting to the ‘new normal’. We’ll examine how customer behaviour has changed and what this means for adviser processes and their marketing strategy.

And as if “the way we work now” wasn’t challenging enough with Government debt at an all-time peacetime high, taxes are definitely going to change….sooner or later. We’ll examine tax proposals already in the pipeline, what might be in store later this year and what financial planning opportunities exist right now (and in the future) for advisers and their clients.
Recorded Jul 1 2021 94 mins
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Presented by
Paul Lucas and Graham Finlay, BMO GAM, Tony Wickenden, MD Technical Connection, Phil Wickenden, Founder Ad Lucem
Presentation preview: BMO Adviser Edge: The future of financial planning summit

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  • Channel
  • Channel profile
  • Global Markets: Where to Next? Jul 29 2021 10:00 am UTC 60 mins
    Steven Bell
    Steven Bell will update his views on the global economy and point the way forward for global financial markets.
  • Responsible Global Emerging Markets – ESG Profile and Impact Report Update Jul 27 2021 1:00 pm UTC 60 mins
    Rishikesh Patel
    This year we published our 5th ESG Profile and Impact Report assessing how our companies are contributing to advancing sustainable development. As in previous years the report also gives an update on how we are supporting long-term value creation through engagement on ESG issues. This year we also include new impact metrics and more granular insight around our approach to climate change reporting at a company and portfolio level.

    Join us for a Responsible Global Emerging Markets strategy update with portfolio manager Rishikesh Patel and hear his highlights from the 2021 report.
  • UK property - fit for the future Recorded: Jul 20 2021 47 mins
    Joanna Tano, Matthew Howard, Emma Gullifer
    The BMO Real Estate team will discuss their views of structural trends impacting real estate and how these affect portfolio and asset management strategies.
    • What will draw workers back to office buildings?
    • Is there any value left in the logistics market?
    • Not all retail is the same, so where are the opportunities?
    • What is the true cost and impact of the ESG agenda and can a net zero target be achieved from an existing portfolio?
  • Investing with impact in mind: Quarterly BMO Responsible Global Equity Fund Recorded: Jul 13 2021 45 mins
    Nick Henderson
    Our world faces significant challenges – climate change, social inequalities and the ongoing Covid-19 pandemic to name a few. But we at BMO GAM are optimistic about the future, believing in the ability of society, companies and individuals to discover sustainable solutions to respond to these challenges and create opportunity from adversity. Our Responsible Global Equity Strategy strives to play its part in mobilising private capital towards securing a more sustainable future for all. Join our quarterly update with Nick Henderson, Portfolio Manager of our Responsible Global Equity Fund, where we look at the fund performance and opportunities over the last quarter.
  • Corporate earnings, higher inflation, Central bank reactions: the need to know Recorded: Jul 13 2021 34 mins
    Robert Plant and Keith Balmer, BMO Multi-Asset Team
    Is market optimism on earnings overdone? Would it be wise for multi-asset investors to start adjusting their portfolios for potentially higher longer-term inflation? Robert Plant and Keith Balmer run through the risks for markets over the second half of 2021, and how investors can actively navigate them in their multi-asset portfolios. Plus a review of portfolio performance over the last 6 months and current positioning.
  • Multi-Manager People - H1 2021 review and outlook Recorded: Jul 8 2021 35 mins
    Rob Burdett and Paul Green, Multi-Manager People
    Join Rob and Paul as they take a closer look at what’s been driving the performance of their portfolios before assessing the state of play in economies and markets.
  • BMO Adviser Edge: The future of financial planning summit Recorded: Jul 1 2021 94 mins
    Paul Lucas and Graham Finlay, BMO GAM, Tony Wickenden, MD Technical Connection, Phil Wickenden, Founder Ad Lucem
    As we emerge from lockdown, are we returning to business as unusual? How do advisers adapt their business models to ensure they can thrive in this new world?

    We evaluate the key considerations for advisers and the new opportunities that might exist in a post COVID world.

    Based on extensive research from 100 adviser firms and 1000 investors we will provide insight into how firms are adapting to the ‘new normal’. We’ll examine how customer behaviour has changed and what this means for adviser processes and their marketing strategy.

    And as if “the way we work now” wasn’t challenging enough with Government debt at an all-time peacetime high, taxes are definitely going to change….sooner or later. We’ll examine tax proposals already in the pipeline, what might be in store later this year and what financial planning opportunities exist right now (and in the future) for advisers and their clients.
  • Tracking Global Reflation Recorded: Jun 30 2021 39 mins
    Steven Bell, Chief Economist
    Rapid growth in GDP and corporate earnings is now a well-established feature of the developed world. But how sustainable is it? And will it all lead to inflation? Emerging markets have been lagging, is now the time to take the plunge to catch-up? Steven Bell, BMO's Chief Economist, will take a look at all these issues with a view to assessing the prospects for global financial markets.
  • Investing responsibly in the UK market Recorded: Jun 16 2021 31 mins
    Catherine Stanley
    To us, investing responsibly is not simply a box ticking exercise. It is our belief that being a responsible investor is key to reducing risk and improving outcomes over the long term. Join Catherine Stanley, Fund Manager of the BMO Responsible UK Income Fund and BMO Responsible UK Equity Fund, where we discuss both of our funds’ performance to date, our approach to investing responsibly and the impact of the current UK market.
  • Multi-Manager People: Fixating on Inflation Recorded: Jun 15 2021 47 mins
    Gary Potter and Kelly Prior, Multi-Manager People
    As lockdowns ease, pent up demand is pushing prices higher. So, should investors be wary of rising inflation and its implications? In this webinar, Kelly Prior explores what bond markets are expecting and both the opportunities and challenges managers are working to exploit.
  • Opportunities post the pandemic Recorded: Jun 15 2021 52 mins
    Paul Niven, Fund Manager
    Vaccines appear likely to defeat the virus and the outlook for global growth looks robust. With concerns of inflation rising and many equity markets breaking record highs, investors appear optimistic. F&C Investment Trust Manager Paul Niven discusses his views on the macro and market outlook and approach to managing the portfolio as the global economy emerges from the current crisis.
  • What role do derivatives play in traditional portfolio management? Recorded: Jun 9 2021 60 mins
    Graham Finlay, Strategic & Technical Sales and Keith Balmer, Director, Multi-Asset team
    Question: What can be used to increase or decrease risk, provide downside protection and enhance efficient portfolio management? Answer: Derivatives. Graham will firstly explore the basic characteristics and risks associated with the main types of derivatives. Then, together with Keith Balmer, Director within the BMO Multi Asset team, will bring to life the reasons why they are employed within different investment scenarios of traditional portfolio management.
  • Economic recovery and inflation: the challenge for markets Recorded: May 27 2021 54 mins
    Steven Bell, Chief Economist
    The US has led the world in terms of economic recovery but now seems to have generated unexpectedly high inflation. Meanwhile, commodity prices are soaring. Steven Bell, BMO's Chief Economist, will discuss the impact of these trends on global financial markets.
  • BMO Adviser Edge: Your essential guide to pensions and divorce Recorded: May 26 2021 63 mins
    Paul Lucas, Strategic & Technical Sales
    Paul provides a step-by-step guide to all the options for pensions on divorce. He’ll explain how these options affect your clients’ Lifetime Allowance, helping both advisers and paraplanners have better client conversations and capitalise on this growing market for advice.
  • Pioneers in ESG Recorded: May 19 2021 49 mins
    Rebecca Seabrook and David Katimbo-Mugwanya
    On behalf of BMO Global Asset Management and EdenTree Investment Management, we would like to invite you to the inaugural Pioneers in ESG virtual event.

    Responsible investment is becoming an increasingly ‘us too’ marketplace, so it’s key for clients to consider whether an asset manager’s credentials are what they seem. Both BMO and EdenTree have a long-standing history and heritage with responsible considerations integral to the ethos of our businesses.

    That’s why BMO and EdenTree have joined forces to provide an educational event series focused on the importance of investing responsibly.

    The first event will explain the relationship between ESG and fixed income, identifying the different types of, and impact of, ESG fixed income instruments and how responsible engagement is measured and reported. We will then open the session up for further discussion with delegates and a Q&A session. This event will count towards 45 minutes of structured CPD.
  • ESG: from integration to collaboration Recorded: May 18 2021 47 mins
    Matthew Howard, Peter Lowe, Andy Szyman
    The team at BMO Real Estate Partners look at how engagement and dialogue with real estate occupiers represents a critical aspect to delivery on ESG ambitions.
  • Looking within the BMO UK Sustainable portfolio Recorded: May 13 2021 53 mins
    Catherine Stanley, Simon Holmes and Keith Balmer, BMO
    Join Simon Holmes and Keith Balmer, fund managers for the BMO Sustainable Universal MAP Range, as they review the current macro environment and recent fund performance.
    This month they will also be joined by Catherine Stanley, lead manager on Sustainable Universal’s UK equity allocation, who will highlight sustainable investing opportunities in the UK.
  • BMO Adviser Edge: Why is everyone still talking about Responsible Investment? Recorded: May 12 2021 59 mins
    Graham Finlay, Strategic & Technical Sales
    Over the last 18 months there has been an increased spotlight on Responsible Investment, but are all advisers seeing this coming through in their conversations with clients? Graham will look at both the direction of travel for Responsible Investment in the UK financial advice market and share how some advisers are integrating Responsible Investment in their business and investment propositions.
  • Multi-Manager People: Time to consider a staycation? Recorded: May 6 2021 41 mins
    Gary Potter, Multi-Manager People and Anthony Esse, CEO Darwin Alternative Investment Management Ltd
    In this webinar we focus on a long held favourite in our Distribution portfolio as Gary Potter chats to Anthony Esse about Darwin’s Leisure Fund. They’ll explore how the fund’s developed over the years and why UK holiday parks can be an attractive destination for both vacations and investment – a timely update given current restrictions on foreign travel!
  • Vaccines versus Variant: where to next for markets? Recorded: Apr 29 2021 48 mins
    Steven Bell, Chief Economist
    The pattern of global growth is dominated by vaccine roll outs, with the US and UK leading.
    US fiscal policy is moving from stimulus to tax increases – have earnings estimates factored this in?
    Does Europe’s vaccine catch up offer a buying opportunity?
A leading provider of global investment solutions
BMO Global Asset Management (formerly F&C Investments) is a worldwide investment manager and is part of BMO Financial Group, founded in 1817 as the Bank of Montreal.

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  • Title: BMO Adviser Edge: The future of financial planning summit
  • Live at: Jul 1 2021 9:30 am
  • Presented by: Paul Lucas and Graham Finlay, BMO GAM, Tony Wickenden, MD Technical Connection, Phil Wickenden, Founder Ad Lucem
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