BMO Adviser Edge: The future of financial planning summit

Presented by

Paul Lucas and Graham Finlay, BMO GAM, Tony Wickenden, MD Technical Connection, Phil Wickenden, Founder Ad Lucem

About this talk

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.

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Helping our clients meet their investment goals, while also building a more sustainable and secure future for us all. BMO Global Asset Management (EMEA) is part of Columbia Threadneedle Investments, a leading global asset management group.